Frisch Financial Group, Inc.

Position in CRM — Salesforce, Inc.

CIK 1767730 MELVILLE, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$207,574

-$63,958 QoQ

Shares Held

1,325

+29.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,042

of 2,451 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Frisch Financial Group, Inc. holds $207,574 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	1,325	$207,574

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,574	1,325	+29.3%	Shares	Sole	2026-08-14
2025-12-31	$271,532	1,025	+0.2%	Shares	Sole	2026-02-06
2025-09-30	$242,451	1,023	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$278,416	1,021	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$273,727	1,020	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$340,347	1,018	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$278,363	1,017	+0.2%	Shares	Sole	2024-11-15
2024-06-30	$260,956	1,015	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$305,396	1,014	0.0%	Shares	Sole	2024-05-15
2023-12-31	$266,823	1,014	0.0%	Shares	Sole	2024-02-12
2023-09-30	$205,618	1,014	0.0%	Shares	Sole	2023-11-14
2023-06-30	$214,217	1,014	0.0%	Shares	Sole	2023-08-11
2023-03-31	$202,576	1,014	-12.0%	Shares	Sole	2023-05-11
2022-03-31	$244,592	1,152	-29.2%	Shares	Sole	2022-05-10
2021-12-31	$413,469	1,627	+27.9%	Shares	Sole	2022-02-09
2021-09-30	$344,991	1,272	-31.5%	Shares	Sole	2021-11-16
2021-06-30	$453,609	1,857	+8.5%	Shares	Sole	2021-08-12
2021-03-31	$362,721	1,712	+24.6%	Shares	Sole	2021-05-13
2020-12-31	$305,756	1,374	+10.0%	Shares	Sole	2021-01-26
2020-09-30	$313,898	1,249	-43.4%	Shares	Sole	2020-11-10
2020-03-31	$317,763	2,207	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.