Clear Creek Financial Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1784235 SILVERDALE, WA

Position in CRM

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

Position Value

$425,645

-$104,124 QoQ

Shares Held

2,717

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,651

of 2,451 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

Clear Creek Financial Management, LLC holds $5,640,942 across 11 Software - Application names. CRM ranks #7 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	4,380	$980,901
2	DDOG	Datadog, Inc.	3,334	$868,040
3	SHOP	Shopify Inc.	6,932	$791,495
4	ADBE	Adobe Inc.	3,053	$625,926
5	UBER	Uber Technologies, Inc	6,958	$502,089
6	NOW	ServiceNow, Inc.	4,833	$479,820
7	CRM	Salesforce, Inc. This page	2,717	$425,645
8	NICE	NICE Ltd.	3,100	$281,635

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,645	2,717	-4.3%	Shares	Sole	2026-07-28
2026-03-31	$529,769	2,838	+3.6%	Shares	Sole	2026-04-23
2025-12-31	$725,853	2,740	-7.8%	Shares	Sole	2026-01-23
2025-09-30	$704,127	2,971	+98.9%	Shares	Sole	2025-11-10
2025-06-30	$407,398	1,494	+18.4%	Shares	Sole	2025-07-23
2025-03-31	$338,670	1,262	+16.1%	Shares	Sole	2025-04-28
2024-12-31	$363,416	1,087	-9.9%	Shares	Sole	2025-01-24
2023-12-31	$317,609	1,207	+8.9%	Shares	Sole	2024-01-24
2023-09-30	$224,680	1,108	-2.3%	Shares	Sole	2023-10-24
2023-06-30	$239,568	1,134	-5.7%	Shares	Sole	2023-07-17
2023-03-31	$240,335	1,203	+6.8%	Shares	Sole	2023-04-20
2022-03-31	$239,072	1,126	-12.7%	Shares	Sole	2022-05-02
2021-12-31	$327,827	1,290	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.