PFG Investments, LLC

Position in CRM — Salesforce, Inc.

CIK 1973224 WOODBURY, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,108,486

+$14,609 QoQ

Shares Held

13,459

+20.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#270

of 968 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PFG Investments, LLC holds $24,327,472 across 28 Software - Application names. CRM ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	49,316	$3,558,642
2	IDCC	InterDigital, Inc.	11,996	$3,396,427
3	CRM	Salesforce, Inc. This page	13,459	$2,108,486
4	NOW	ServiceNow, Inc.	21,190	$2,103,743
5	ADP	Automatic Data Processing Inc	8,780	$1,966,281
6	SNOW	Snowflake Inc.	4,701	$1,196,404
7	DDOG	Datadog, Inc.	4,119	$1,072,422
8	RNG	RingCentral, Inc.	22,594	$880,714

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,108,486	13,459	+20.0%	Shares	Sole	2026-07-23
2026-03-31	$2,093,877	11,217	+1.0%	Shares	Sole	2026-04-27
2025-12-31	$2,941,560	11,104	-11.5%	Shares	Sole	2026-01-26
2025-09-30	$2,971,980	12,540	+56.2%	Shares	Sole	2025-10-31
2025-06-30	$2,189,428	8,029	+29.7%	Shares	Sole	2025-07-18
2025-03-31	$1,661,685	6,192	+2.7%	Shares	Sole	2025-04-22
2024-12-31	$2,015,675	6,029	-8.9%	Shares	Sole	2025-01-22
2024-09-30	$1,811,412	6,618	+5.4%	Shares	Sole	2024-10-24
2024-06-30	$1,613,559	6,276	-52.9%	Shares	Sole	2024-08-07
2024-03-31	$4,017,440	13,339	+190.3%	Shares	Sole	2024-04-22
2023-12-31	$1,209,128	4,595	+19.7%	Shares	Sole	2024-01-17
2023-09-30	$778,472	3,839	-0.1%	Shares	Sole	2023-11-06
2023-06-30	$811,449	3,841	+3.6%	Shares	Sole	2023-08-03
2023-03-31	$740,984	3,709	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.