Prosperity Financial Group, Inc.

Position in CRM — Salesforce, Inc.

CIK 1991334 San Ramon, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$902,674

-$160,971 QoQ

Shares Held

5,762

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,273

of 2,451 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Prosperity Financial Group, Inc. holds $3,270,345 across 5 Software - Application names. CRM ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	15,459	$1,115,521
2	CRM	Salesforce, Inc. This page	5,762	$902,674
3	SHOP	Shopify Inc.	4,346	$496,226
4	NOW	ServiceNow, Inc.	4,835	$480,018
5	ADP	Automatic Data Processing Inc	1,232	$275,906

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$902,674	5,762	+1.1%	Shares	Sole	2026-07-28
2026-03-31	$1,063,645	5,698	-17.2%	Shares	Sole	2026-05-13
2025-12-31	$1,822,315	6,879	+1.5%	Shares	Sole	2026-01-26
2025-09-30	$1,606,860	6,780	+452.1%	Shares	Sole	2025-11-14
2025-06-30	$334,863	1,228	+3.9%	Shares	Sole	2025-07-30
2025-03-31	$317,201	1,182	-4.8%	Shares	Sole	2025-05-15
2024-12-31	$415,237	1,242	+21.3%	Shares	Sole	2025-02-07
2024-09-30	$280,279	1,024	+4.7%	Shares	Sole	2024-11-13
2024-06-30	$251,443	978	-8.1%	Shares	Sole	2024-08-14
2024-03-31	$320,455	1,064	+10.4%	Shares	Sole	2024-05-15
2023-12-31	$253,666	964	-23.1%	Shares	Sole	2024-02-14
2023-06-30	$264,920	1,254	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.