Cynosure Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1763409 Salt Lake City, UT

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$259,428

-$1,369,934 QoQ

Shares Held

1,656

-73.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,922

of 2,451 holders

Holding Since

Jun 2023

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cynosure Group, LLC holds $4,145,375 across 4 Software - Application names. CRM ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	26,970	$3,301,667
2	ADBE	Adobe Inc.	1,526	$312,860
3	DSGX	Descartes Systems Group Inc	3,920	$271,420
4	CRM	Salesforce, Inc. This page	1,656	$259,428

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,428	1,656	-73.3%	Shares	Sole	2026-08-05
2023-12-31	$1,629,362	6,192	+12.0%	Shares	Sole	2024-02-14
2023-09-30	$1,120,765	5,527	-11.1%	Shares	Sole	2023-11-14
2023-06-30	$1,314,037	6,220	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.