Zhang Financial LLC

Position in CRM — Salesforce, Inc.

CIK 1776290 PORTAGE, MI

Position in CRM

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

Position Value

$2,103,160

-$407,364 QoQ

Shares Held

13,425

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#923

of 2,451 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Zhang Financial LLC holds $11,406,031 across 9 Software - Application names. CRM ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	41,051	$2,962,240
2	CRM	Salesforce, Inc. This page	13,425	$2,103,160
3	DDOG	Datadog, Inc.	7,977	$2,076,891
4	ADBE	Adobe Inc.	9,867	$2,022,932
5	SHOP	Shopify Inc.	6,371	$727,440
6	CDNS	Cadence Design Systems Inc	1,294	$485,664
7	INTU	Intuit Inc.	1,611	$420,471
8	ADP	Automatic Data Processing Inc	1,765	$395,271

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,103,160	13,425	-0.2%	Shares	Sole	2026-07-30
2026-03-31	$2,510,524	13,449	+31.4%	Shares	Sole	2026-05-06
2025-12-31	$2,711,088	10,234	-14.6%	Shares	Sole	2026-02-10
2025-09-30	$2,841,393	11,989	+20.6%	Shares	Sole	2025-11-10
2025-06-30	$2,709,993	9,938	+5.5%	Shares	Sole	2025-08-01
2025-03-31	$2,527,146	9,417	+34.0%	Shares	Sole	2025-04-15
2024-12-31	$2,349,336	7,027	+2.3%	Shares	Sole	2025-01-16
2024-09-30	$1,879,566	6,867	+80.6%	Shares	Sole	2024-10-15
2024-06-30	$977,751	3,803	+18.4%	Shares	Sole	2024-07-19
2024-03-31	$967,691	3,213	+128.5%	Shares	Sole	2024-04-24
2023-12-31	$369,974	1,406	+23.6%	Shares	Sole	2024-01-31
2023-06-30	$240,413	1,138	-12.8%	Shares	Sole	2023-07-18
2022-03-31	$277,077	1,305	+6.1%	Shares	Sole	2022-04-21
2021-12-31	$312,579	1,230	+2.9%	Shares	Sole	2022-02-10
2021-09-30	$324,107	1,195	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.