Cooper Financial Group

Position in CRM — Salesforce, Inc.

CIK 1751581 IRVINE, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$970,822

-$309,547 QoQ

Shares Held

6,197

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,241

of 2,450 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cooper Financial Group holds $12,354,933 across 12 Software - Application names. CRM ranks #7 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	9,220	$2,346,490
2	DDOG	Datadog, Inc.	7,265	$1,891,515
3	NOW	ServiceNow, Inc.	15,909	$1,579,445
4	SHOP	Shopify Inc.	10,042	$1,146,595
5	INTU	Intuit Inc.	4,093	$1,068,273
6	UBER	Uber Technologies, Inc	14,617	$1,054,762
7	CRM	Salesforce, Inc. This page	6,197	$970,822
8	CDNS	Cadence Design Systems Inc	2,065	$775,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$970,822	6,197	-9.7%	Shares	Sole	2026-07-08
2026-03-31	$1,280,369	6,859	-13.2%	Shares	Sole	2026-04-07
2025-12-31	$2,092,259	7,898	+14.0%	Shares	Sole	2026-01-08
2025-09-30	$1,642,173	6,929	-11.2%	Shares	Sole	2025-10-07
2025-06-30	$2,128,072	7,804	+7.8%	Shares	Sole	2025-07-18
2025-03-31	$1,943,194	7,241	+10.2%	Shares	Sole	2025-05-12
2024-12-31	$2,197,551	6,573	+4.2%	Shares	Sole	2025-01-13
2024-09-30	$1,727,383	6,311	+2.7%	Shares	Sole	2024-11-14
2024-06-30	$1,579,879	6,145	-6.1%	Shares	Sole	2024-07-15
2024-03-31	$1,970,620	6,543	+8.3%	Shares	Sole	2024-04-11
2023-12-31	$1,589,365	6,040	+28.0%	Shares	Sole	2024-01-16
2023-09-30	$956,716	4,718	-4.2%	Shares	Sole	2023-10-13
2023-06-30	$1,040,032	4,923	+17.6%	Shares	Sole	2023-07-07
2023-03-31	$836,478	4,187	+22.3%	Shares	Sole	2023-05-11
2022-12-31	$453,855	3,423	+6.8%	Shares	Sole	2023-01-13
2022-09-30	$461,007	3,205	+6.3%	Shares	Sole	2022-10-13
2022-06-30	$497,430	3,014	+36.7%	Shares	Sole	2022-07-11
2022-03-31	$468,165	2,205	+12.0%	Shares	Sole	2022-04-25
2021-12-31	$500,127	1,968	-21.4%	Shares	Sole	2022-02-11
2021-09-30	$679,406	2,505	+5.6%	Shares	Sole	2021-10-06
2021-06-30	$579,652	2,373	-5.4%	Shares	Sole	2021-07-12
2021-03-31	$531,369	2,508	-34.6%	Shares	Sole	2021-05-17
2020-12-31	$852,957	3,833	+167.9%	Shares	Sole	2021-02-16
2020-09-30	$359,638	1,431	+13.3%	Shares	Sole	2020-10-09
2020-06-30	$236,597	1,263	-27.5%	Shares	Sole	2020-07-15
2020-03-31	$250,957	1,743	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.