Comprehensive Financial Consultants Institutional, Inc.

Position in CRM — Salesforce, Inc.

CIK 1915714 Bloomington, IN

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Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,557,004

+$587,263 QoQ

Shares Held

16,322

+54.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#854

of 2,451 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Comprehensive Financial Consultants Institutional, Inc. holds $6,173,867 across 3 Software - Application names. CRM ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	8,317	$3,121,536
2	CRM	Salesforce, Inc. This page	16,322	$2,557,004
3	MSTR	Strategy Inc	5,698	$495,327

All Filings in CRM

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,557,004	16,322	+54.7%	Shares	Sole	2026-07-15
2026-03-31	$1,969,741	10,552	+12.9%	Shares	Sole	2026-05-08
2025-12-31	$2,476,378	9,348	+7.5%	Shares	Sole	2026-01-29
2025-09-30	$2,060,715	8,695	+0.9%	Shares	Sole	2025-10-16
2025-06-30	$2,350,860	8,621	+7.0%	Shares	Sole	2025-07-22
2025-03-31	$2,161,639	8,055	+1.8%	Shares	Sole	2025-05-15
2024-12-31	$2,644,215	7,909	+0.5%	Shares	Sole	2025-01-24
2024-09-30	$2,153,550	7,868	+1.5%	Shares	Sole	2024-10-31
2024-06-30	$1,993,810	7,755	+2.9%	Shares	Sole	2024-07-17
2024-03-31	$2,269,993	7,537	+0.6%	Shares	Sole	2024-05-02
2023-12-31	$1,970,918	7,490	+8.3%	Shares	Sole	2024-01-24
2023-09-30	$1,402,832	6,918	+10.6%	Shares	Sole	2023-11-13
2023-06-30	$1,321,220	6,254	+0.5%	Shares	Sole	2023-07-24
2023-03-31	$1,243,430	6,224	+6.8%	Shares	Sole	2023-04-19
2022-12-31	$772,336	5,825	+9.8%	Shares	Sole	2023-01-30
2022-09-30	$763,215	5,306	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$825,860	5,004	+2.5%	Shares	Sole	2022-08-09
2022-03-31	$1,036,333	4,881	+18.2%	Shares	Sole	2022-05-11
2021-12-31	$1,049,302	4,129	—	Shares	Sole	2022-03-10
No filing history on record for this holder in this stock.