TSFG, LLC

Position in CRM — Salesforce, Inc.

CIK 1800513 LAKE FOREST, IL

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$850,193

-$228,012 QoQ

Shares Held

5,427

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#288

of 657 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TSFG, LLC holds $1,664,698 across 15 Software - Application names. CRM ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	5,427	$850,193
2	SHOP	Shopify Inc.	2,028	$231,557
3	UBER	Uber Technologies, Inc	2,966	$214,026
4	MSTR	Strategy Inc	2,028	$176,294
5	SNOW	Snowflake Inc.	230	$58,535
6	ADBE	Adobe Inc.	245	$50,229
7	ADP	Automatic Data Processing Inc	194	$43,446
8	PAYX	Paychex Inc	109	$10,717

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$850,193	5,427	-6.0%	Shares	Sole	2026-07-23
2026-03-31	$1,078,205	5,776	-16.7%	Shares	Sole	2026-04-27
2025-12-31	$1,836,885	6,934	-3.8%	Shares	Sole	2026-02-04
2025-09-30	$1,708,770	7,210	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$1,976,457	7,248	-5.2%	Shares	Sole	2025-08-05
2025-03-31	$2,050,807	7,642	+0.2%	Shares	Sole	2025-04-24
2024-12-31	$2,549,600	7,626	-2.6%	Shares	Sole	2025-01-13
2024-09-30	$2,142,054	7,826	-10.5%	Shares	Sole	2024-10-15
2024-06-30	$2,247,054	8,740	+386.9%	Shares	Sole	2024-07-16
2024-03-31	$540,618	1,795	-33.2%	Shares	Sole	2024-04-16
2023-12-31	$706,794	2,686	-3.3%	Shares	Sole	2024-01-24
2023-09-30	$563,120	2,777	0.0%	Shares	Sole	2023-10-10
2023-06-30	$586,669	2,777	+1.5%	Shares	Sole	2023-07-10
2023-03-31	$546,598	2,736	-18.2%	Shares	Sole	2023-04-21
2022-12-31	$443,380	3,344	+0.6%	Shares	Sole	2023-01-19
2022-09-30	$477,980	3,323	-2.0%	Shares	Sole	2022-10-20
2022-06-30	$559,485	3,390	-5.1%	Shares	Sole	2022-07-13
2022-03-31	$758,831	3,574	+8.2%	Shares	Sole	2022-04-25
2021-12-31	$839,391	3,303	-3.3%	Shares	Sole	2022-02-10
2021-09-30	$925,945	3,414	+0.6%	Shares	Sole	2021-10-12
2021-06-30	$829,296	3,395	0.0%	Shares	Sole	2021-07-19
2021-03-31	$719,298	3,395	-3.3%	Shares	Sole	2021-04-14
2020-12-31	$781,080	3,510	+3.8%	Shares	Sole	2021-01-20
2020-09-30	$849,461	3,380	+0.1%	Shares	Sole	2020-10-06
2020-06-30	$632,613	3,377	+57.3%	Shares	Sole	2020-07-07
2020-03-31	$309,125	2,147	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.