FIDUCIARY FINANCIAL GROUP, LLC

Position in CRM — Salesforce, Inc.

CIK 1925420 SAN RAFAEL, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$717,659

-$124,409 QoQ

Shares Held

4,581

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,374

of 2,451 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $3,214,093 across 6 Software - Application names. CRM ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	72,868	$1,318,182
2	CRM	Salesforce, Inc. This page	4,581	$717,659
3	NOW	ServiceNow, Inc.	4,067	$403,771
4	ADP	Automatic Data Processing Inc	1,664	$372,652
5	ADBE	Adobe Inc.	982	$201,329
6	SHOP	Shopify Inc.	1,756	$200,500

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,659	4,581	+1.6%	Shares	Sole	2026-07-10
2026-03-31	$842,068	4,511	+32.8%	Shares	Sole	2026-04-13
2025-12-31	$900,164	3,398	-8.1%	Shares	Sole	2026-01-12
2025-09-30	$876,189	3,697	-5.6%	Shares	Sole	2025-10-10
2025-06-30	$1,067,581	3,915	-9.3%	Shares	Sole	2025-07-03
2025-03-31	$1,157,973	4,315	-15.7%	Shares	Sole	2025-04-15
2024-12-31	$1,710,432	5,116	+10.6%	Shares	Sole	2025-01-14
2024-09-30	$1,265,635	4,624	-0.0%	Shares	Sole	2024-10-10
2024-06-30	$1,189,344	4,626	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.