CGN Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1841506 MANHATTAN, KS

Position in CRM

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$2,260,760

-$525,289 QoQ

Shares Held

14,431

-3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#898

of 2,451 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CGN Advisors LLC holds $5,712,700 across 3 Software - Application names. CRM ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	14,431	$2,260,760
2	ZM	Zoom Communications, Inc.	21,297	$1,838,144
3	NOW	ServiceNow, Inc.	16,255	$1,613,796

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,260,760	14,431	-3.3%	Shares	Sole	2026-07-06
2026-03-31	$2,786,049	14,925	+4.2%	Shares	Sole	2026-04-13
2025-12-31	$3,795,895	14,329	+11.0%	Shares	Sole	2026-01-05
2025-09-30	$3,059,907	12,911	+2.4%	Shares	Sole	2025-10-09
2025-06-30	$3,436,984	12,604	+10.2%	Shares	Sole	2025-07-15
2025-03-31	$3,068,696	11,435	+8.9%	Shares	Sole	2025-04-10
2024-12-31	$3,511,133	10,502	-19.5%	Shares	Sole	2025-01-15
2024-09-30	$3,569,178	13,040	+4.7%	Shares	Sole	2024-10-17
2024-06-30	$3,202,951	12,458	+1.7%	Shares	Sole	2024-07-10
2024-03-31	$3,690,960	12,255	+1.1%	Shares	Sole	2024-04-12
2023-12-31	$3,189,519	12,121	-2.8%	Shares	Sole	2024-01-05
2023-09-30	$2,529,477	12,474	+1.7%	Shares	Sole	2023-10-13
2023-06-30	$2,590,258	12,261	-11.2%	Shares	Sole	2023-07-10
2023-03-31	$2,758,362	13,807	+5.8%	Shares	Sole	2023-04-04
2022-12-31	$1,730,962	13,055	+80.0%	Shares	Sole	2023-01-09
2022-09-30	$1,042,983	7,251	+30.6%	Shares	Sole	2022-10-18
2022-06-30	$916,302	5,552	+25.9%	Shares	Sole	2022-07-27
2022-03-31	$936,331	4,410	+36.3%	Shares	Sole	2022-04-04
2021-12-31	$822,110	3,235	+7.7%	Shares	Sole	2022-01-14
2021-09-30	$814,473	3,003	+19.9%	Shares	Sole	2021-10-07
2021-06-30	$611,652	2,504	+3.2%	Shares	Sole	2021-07-21
2021-03-31	$513,996	2,426	-0.7%	Shares	Sole	2021-04-20
2020-12-31	$543,640	2,443	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.