Trivant Custom Portfolio Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1977992 SAN DIEGO, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$917,870

-$163,695 QoQ

Shares Held

5,859

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,266

of 2,451 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trivant Custom Portfolio Group, LLC holds $5,606,586 across 5 Software - Application names. CRM ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	26,800	$1,933,888
2	CDNS	Cadence Design Systems Inc	2,660	$998,351
3	NOW	ServiceNow, Inc.	9,775	$970,462
4	CRM	Salesforce, Inc. This page	5,859	$917,870
5	SHOP	Shopify Inc.	6,884	$786,015

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$917,870	5,859	+1.1%	Shares	Sole	2026-07-27
2026-03-31	$1,081,565	5,794	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$1,531,974	5,783	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$1,369,623	5,779	-0.1%	Shares	Sole	2025-11-05
2025-06-30	$1,578,057	5,787	-0.7%	Shares	Sole	2025-08-12
2025-03-31	$1,564,237	5,829	-2.5%	Shares	Sole	2025-04-21
2024-12-31	$1,999,627	5,981	-1.7%	Shares	Sole	2025-01-15
2024-09-30	$1,665,251	6,084	-0.6%	Shares	Sole	2024-10-04
2024-06-30	$1,572,937	6,118	-40.3%	Shares	Sole	2024-07-17
2024-03-31	$3,086,191	10,247	-2.4%	Shares	Sole	2024-04-17
2023-12-31	$2,763,759	10,503	-0.4%	Shares	Sole	2024-01-25
2023-09-30	$2,138,517	10,546	+0.6%	Shares	Sole	2023-11-02
2023-06-30	$2,214,849	10,484	+5.0%	Shares	Sole	2023-07-26
2023-03-31	$1,994,403	9,983	—	Shares	Sole	2023-05-19
No filing history on record for this holder in this stock.