PFS Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 2002654 MINE HILL, NJ

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,242

-$1,771 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,359

of 2,457 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PFS Partners, LLC holds $234,144 across 14 Software - Application names. CRM ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	1,194	$136,330
2	ZM	Zoom Communications, Inc.	300	$25,893
3	FICO	Fair Isaac Corp	16	$19,116
4	ADP	Automatic Data Processing Inc	59	$13,213
5	CRM	Salesforce, Inc. This page	59	$9,242
6	PEGA	Pegasystems Inc	193	$5,784
7	SNOW	Snowflake Inc.	20	$5,090
8	DOCU	Docusign, Inc.	105	$4,664

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,242	59	0.0%	Shares	Sole	2026-07-20
2026-03-31	$11,013	59	0.0%	Shares	Sole	2026-04-09
2025-12-31	$15,629	59	0.0%	Shares	Sole	2026-01-16
2025-09-30	$13,983	59	+1.7%	Shares	Sole	2025-10-16
2025-06-30	$15,816	58	0.0%	Shares	Sole	2025-07-16
2025-03-31	$15,564	58	0.0%	Shares	Sole	2025-04-14
2024-12-31	$19,391	58	0.0%	Shares	Sole	2025-01-27
2024-09-30	$15,875	58	0.0%	Shares	Sole	2024-11-01
2024-06-30	$14,911	58	0.0%	Shares	Sole	2024-07-25
2024-03-31	$17,468	58	0.0%	Shares	Sole	2024-04-15
2023-12-31	$15,262	58	0.0%	Shares	Sole	2024-01-29
2023-09-30	$11,761	58	0.0%	Shares	Sole	2023-12-01
2023-06-30	$12,253	58	—	Shares	Sole	2023-12-01
No filing history on record for this holder in this stock.