Forum Financial Management, LP

Position in CRM — Salesforce, Inc.

CIK 1911832 LOMBARD, IL

Position in CRM

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

Position Value

$358,594

-$114,801 QoQ

Shares Held

2,289

-9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,724

of 2,451 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $2,020,718 across 5 Software - Application names. CRM ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,667	$597,274
2	ADBE	Adobe Inc.	2,444	$501,068
3	SHOP	Shopify Inc.	3,421	$390,609
4	CRM	Salesforce, Inc. This page	2,289	$358,594
5	BZAI	Blaize Holdings, Inc.	125,488	$173,173

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,594	2,289	-9.7%	Shares	Sole	2026-07-23
2026-03-31	$473,395	2,536	-70.1%	Shares	Sole	2026-04-23
2025-12-31	$2,248,291	8,487	-11.0%	Shares	Sole	2026-01-27
2025-09-30	$2,261,217	9,541	+4.2%	Shares	Sole	2025-10-24
2025-06-30	$2,497,840	9,160	-12.6%	Shares	Sole	2025-07-30
2025-03-31	$2,811,607	10,477	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$3,524,841	10,543	+24.5%	Shares	Sole	2025-02-20
2024-09-30	$2,317,776	8,468	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$2,169,924	8,440	+2.7%	Shares	Sole	2024-07-30
2024-03-31	$2,476,000	8,221	+1.7%	Shares	Sole	2024-05-09
2023-12-31	$2,127,750	8,086	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$1,642,315	8,099	+1.7%	Shares	Sole	2023-11-06
2023-06-30	$1,682,263	7,963	-0.7%	Shares	Sole	2023-07-26
2023-03-31	$1,601,436	8,016	+21.2%	Shares	Sole	2023-04-19
2022-12-31	$876,685	6,612	+35.0%	Shares	Sole	2023-01-24
2022-09-30	$704,672	4,899	-36.3%	Shares	Sole	2022-11-07
2022-06-30	$1,269,157	7,690	+22.0%	Shares	Sole	2022-08-15
2022-03-31	$1,337,828	6,301	-17.7%	Shares	Sole	2022-05-16
2021-12-31	$1,946,635	7,660	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.