JSF Financial, LLC

Position in CRM — Salesforce, Inc.

CIK 1802224 LOS ANGELES, CA

Position in CRM

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

Position Value

$439,744

+$132,859 QoQ

Shares Held

2,807

+70.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,637

of 2,451 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JSF Financial, LLC holds $1,541,878 across 3 Software - Application names. CRM ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRZE	Braze, Inc.	38,558	$836,323
2	CRM	Salesforce, Inc. This page	2,807	$439,744
3	SHOP	Shopify Inc.	2,328	$265,811

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,744	2,807	+70.7%	Shares	Sole	2026-07-28
2026-03-31	$306,885	1,644	-12.4%	Shares	Sole	2026-05-07
2025-12-31	$496,971	1,876	+8.0%	Shares	Sole	2026-02-04
2025-09-30	$411,669	1,737	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$473,117	1,735	+10.0%	Shares	Sole	2025-07-22
2025-03-31	$423,203	1,577	+0.3%	Shares	Sole	2025-05-07
2024-12-31	$525,566	1,572	+31.1%	Shares	Sole	2025-01-29
2024-09-30	$328,178	1,199	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$309,805	1,205	0.0%	Shares	Sole	2024-08-14
2024-03-31	$362,921	1,205	0.0%	Shares	Sole	2024-05-13
2023-12-31	$317,083	1,205	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$243,133	1,199	-2.0%	Shares	Sole	2023-11-08
2023-06-30	$258,370	1,223	+1.7%	Shares	Sole	2023-08-02
2023-03-31	$240,335	1,203	-2.2%	Shares	Sole	2023-05-12
2022-06-30	$202,999	1,230	+9.5%	Shares	Sole	2022-07-28
2022-03-31	$238,435	1,123	+0.5%	Shares	Sole	2022-05-12
2021-12-31	$283,863	1,117	-41.7%	Shares	Sole	2022-02-10
2021-09-30	$519,657	1,916	+59.8%	Shares	Sole	2021-11-12
2021-06-30	$292,879	1,199	-18.9%	Shares	Sole	2021-08-12
2021-03-31	$313,355	1,479	+3.9%	Shares	Sole	2021-05-04
2020-12-31	$316,660	1,423	+2.2%	Shares	Sole	2021-02-04
2020-09-30	$350,088	1,393	+3.7%	Shares	Sole	2020-11-12
2020-06-30	$251,584	1,343	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.