NORTHBRIDGE FINANCIAL GROUP, LLC

Position in CRM — Salesforce, Inc.

CIK 1968850 TAMPA, FL

Position in CRM

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

Position Value

$1,141,581

-$95,107 QoQ

Shares Held

7,287

+10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,155

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NORTHBRIDGE FINANCIAL GROUP, LLC holds $5,514,575 across 6 Software - Application names. CRM ranks #4 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	12,493	$1,240,305
2	SNOW	Snowflake Inc.	4,815	$1,225,417
3	SHOP	Shopify Inc.	10,538	$1,203,228
4	CRM	Salesforce, Inc. This page	7,287	$1,141,581
5	ADBE	Adobe Inc.	2,023	$414,755
6	UBER	Uber Technologies, Inc	4,009	$289,289

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,141,581	7,287	+10.0%	Shares	Sole	2026-07-09
2026-03-31	$1,236,688	6,625	+21.7%	Shares	Sole	2026-04-15
2025-12-31	$1,442,170	5,444	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.