RFG Holdings, Inc.

Position in CRM — Salesforce, Inc.

CIK 1845210 Argyle, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,060,274

-$70,572 QoQ

Shares Held

6,768

+11.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,196

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

RFG Holdings, Inc. holds $4,224,187 across 3 Software - Application names. CRM ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	7,804	$1,986,118
2	UBER	Uber Technologies, Inc	16,322	$1,177,795
3	CRM	Salesforce, Inc. This page	6,768	$1,060,274

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,060,274	6,768	+11.7%	Shares	Sole	2026-07-29
2026-03-31	$1,130,846	6,058	+2.1%	Shares	Sole	2026-04-16
2025-12-31	$1,572,240	5,935	+6.5%	Shares	Sole	2026-01-23
2025-09-30	$1,320,801	5,573	+32.7%	Shares	Sole	2025-10-15
2025-06-30	$1,145,025	4,199	+32.6%	Shares	Sole	2025-07-10
2025-03-31	$849,896	3,167	+22.2%	Shares	Sole	2025-04-16
2024-12-31	$866,583	2,592	+10.9%	Shares	Sole	2025-01-27
2024-09-30	$639,933	2,338	+15.3%	Shares	Sole	2024-10-10
2024-06-30	$521,398	2,028	+78.7%	Shares	Sole	2024-07-15
2024-03-31	$341,839	1,135	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.