HF Advisory Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1963169 Annapolis, MD

Position in CRM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,667,959

-$88,419 QoQ

Shares Held

10,647

+13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,014

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HF Advisory Group, LLC holds $3,762,706 across 4 Software - Application names. CRM ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	10,647	$1,667,959
2	ADBE	Adobe Inc.	5,529	$1,133,555
3	ADSK	Autodesk, Inc.	3,486	$677,748
4	UBER	Uber Technologies, Inc	3,928	$283,444

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,667,959	10,647	+13.2%	Shares	Sole	2026-07-09
2026-03-31	$1,756,378	9,409	+28.9%	Shares	Sole	2026-04-21
2025-12-31	$1,934,107	7,301	-6.1%	Shares	Sole	2026-01-23
2025-09-30	$1,842,438	7,774	+21.7%	Shares	Sole	2025-10-06
2025-06-30	$1,741,398	6,386	+5.2%	Shares	Sole	2025-07-10
2025-03-31	$1,628,676	6,069	-3.4%	Shares	Sole	2025-04-10
2024-12-31	$2,100,261	6,282	+16.1%	Shares	Sole	2025-01-15
2024-09-30	$1,480,771	5,410	+50.7%	Shares	Sole	2024-10-30
2024-06-30	$922,731	3,589	-14.1%	Shares	Sole	2024-07-18
2024-03-31	$1,258,631	4,179	+14.2%	Shares	Sole	2024-04-22
2023-12-31	$963,092	3,660	-18.3%	Shares	Sole	2024-01-31
2023-09-30	$908,657	4,481	+19.1%	Shares	Sole	2023-10-31
2023-06-30	$794,548	3,761	-2.2%	Shares	Sole	2023-07-20
2023-03-31	$767,954	3,844	-1.1%	Shares	Sole	2023-04-19
2022-12-31	$515,509	3,888	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.