Souders Financial Advisors

Position in CRM — Salesforce, Inc.

CIK 1811240 CINCINNATI, OH

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$498,022

-$287,298 QoQ

Shares Held

3,179

-24.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,576

of 2,451 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Souders Financial Advisors holds $3,739,746 across 5 Software - Application names. CRM ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	18,776	$1,354,876
2	ADP	Automatic Data Processing Inc	3,698	$828,167
3	SHOP	Shopify Inc.	6,813	$777,908
4	CRM	Salesforce, Inc. This page	3,179	$498,022
5	FICO	Fair Isaac Corp	235	$280,773

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498,022	3,179	-24.4%	Shares	Sole	2026-08-05
2026-03-31	$785,320	4,207	+2.0%	Shares	Sole	2026-05-04
2025-12-31	$1,092,488	4,124	+6.7%	Shares	Sole	2026-02-02
2025-09-30	$915,768	3,864	+5.7%	Shares	Sole	2025-11-04
2025-06-30	$996,681	3,655	-47.1%	Shares	Sole	2025-08-06
2025-03-31	$1,855,172	6,913	+65.3%	Shares	Sole	2025-05-05
2024-12-31	$1,397,833	4,181	-4.7%	Shares	Sole	2025-02-06
2024-09-30	$1,200,492	4,386	+9.2%	Shares	Sole	2024-11-05
2024-06-30	$1,033,027	4,018	+435.0%	Shares	Sole	2024-08-28
2024-03-31	$226,186	751	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.