LFA - Lugano Financial Advisors SA

Position in CRM — Salesforce, Inc.

CIK 1737871 LUGANO, V8

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$42,611

-$8,163 QoQ

Shares Held

272

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,219

of 2,451 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LFA - Lugano Financial Advisors SA holds $159,926 across 5 Software - Application names. CRM ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	383	$74,462
2	CRM	Salesforce, Inc. This page	272	$42,611
3	ADBE	Adobe Inc.	85	$17,426
4	NOW	ServiceNow, Inc.	150	$14,892
5	UBER	Uber Technologies, Inc	146	$10,535

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,611	272	0.0%	Shares	Sole	2026-07-28
2026-03-31	$50,774	272	-16.6%	Shares	Sole	2026-05-05
2025-12-31	$86,360	326	0.0%	Shares	Sole	2026-01-29
2025-09-30	$77,262	326	-1.2%	Shares	Sole	2025-11-05
2025-06-30	$89,987	330	+91.9%	Shares	Sole	2025-08-07
2025-03-31	$46,157	172	+177.4%	Shares	Sole	2025-04-28
2024-12-31	$20,728	62	0.0%	Shares	Sole	2025-02-10
2024-09-30	$16,970	62	0.0%	Shares	Sole	2024-11-07
2024-06-30	$15,940	62	0.0%	Shares	Sole	2024-07-30
2024-03-31	$18,673	62	0.0%	Shares	Sole	2024-05-03
2023-12-31	$16,314	62	0.0%	Shares	Sole	2024-01-22
2023-09-30	$12,572	62	-90.6%	Shares	Sole	2023-10-23
2023-06-30	$139,431	660	0.0%	Shares	Sole	2023-08-07
2023-03-31	$131,854	660	-36.4%	Shares	Sole	2023-05-09
2022-12-31	$137,628	1,038	-48.5%	Shares	Sole	2023-02-08
2022-09-30	$289,693	2,014	+62.7%	Shares	Sole	2022-11-08
2022-06-30	$204,319	1,238	+26.8%	Shares	Sole	2022-07-29
2022-03-31	$207,224	976	-21.8%	Shares	Sole	2022-05-09
2021-12-31	$317,154	1,248	0.0%	Shares	Sole	2022-01-20
2021-09-30	$338,482	1,248	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.