FourThought Financial Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1956790 VENICE, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,508,361

-$609,010 QoQ

Shares Held

28,778

+5.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#671

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FourThought Financial Partners, LLC holds $19,877,070 across 12 Software - Application names. CRM ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	62,955	$6,250,172
2	CRM	Salesforce, Inc. This page	28,778	$4,508,361
3	ADBE	Adobe Inc.	14,883	$3,051,312
4	INTU	Intuit Inc.	11,273	$2,942,253
5	ADP	Automatic Data Processing Inc	5,992	$1,341,908
6	SPT	Sprout Social, Inc.	50,202	$379,025
7	CDNS	Cadence Design Systems Inc	686	$257,469
8	SNOW	Snowflake Inc.	1,006	$256,027

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,508,361	28,778	+5.0%	Shares	Sole	2026-08-12
2026-03-31	$5,117,371	27,414	+26.8%	Shares	Sole	2026-05-07
2025-12-31	$5,728,678	21,625	+13.9%	Shares	Sole	2026-02-06
2025-09-30	$4,499,919	18,987	+10.8%	Shares	Sole	2025-11-13
2025-06-30	$4,673,633	17,139	+2.0%	Shares	Sole	2025-08-12
2025-03-31	$4,509,253	16,803	-1.4%	Shares	Sole	2025-05-07
2024-12-31	$5,695,645	17,036	-36.4%	Shares	Sole	2025-02-04
2024-09-30	$7,326,942	26,769	+3.5%	Shares	Sole	2024-11-13
2024-06-30	$6,647,834	25,857	+8.2%	Shares	Sole	2024-08-13
2024-03-31	$7,198,804	23,902	-5.8%	Shares	Sole	2024-05-14
2023-12-31	$6,674,282	25,364	-10.5%	Shares	Sole	2024-02-13
2023-09-30	$5,749,624	28,354	-1.1%	Shares	Sole	2023-11-13
2023-06-30	$6,057,246	28,672	-2.9%	Shares	Sole	2023-08-11
2023-03-31	$5,899,503	29,530	+7.4%	Shares	Sole	2023-05-04
2022-12-31	$3,646,622	27,503	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.