Demars Financial Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1723115 SPOKANE VALLEY, WA

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,024,047

+$34,892 QoQ

Shares Held

12,920

+21.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#944

of 2,451 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Technology · as of Jun 30, 2026

Demars Financial Group, LLC holds $5,383,907 across 3 Software - Application names. CRM ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	12,920	$2,024,047
2	INTU	Intuit Inc.	6,466	$1,687,626
3	ADP	Automatic Data Processing Inc	7,467	$1,672,234

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,024,047	12,920	+21.2%	Shares	Sole	2026-07-21
2026-03-31	$1,989,155	10,656	+134.3%	Shares	Sole	2026-04-30
2025-12-31	$1,204,810	4,548	+20.8%	Shares	Sole	2026-01-22
2025-09-30	$892,068	3,764	+59.3%	Shares	Sole	2025-10-30
2025-06-30	$644,366	2,363	-99.6%	Shares	Sole	2025-07-30
2025-03-31	$2,144	575,270	-12.3%	Shares	Sole	2025-04-18
2024-12-31	$1,961	655,838	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.