PFC CAPITAL GROUP, INC.

Position in CRM — Salesforce, Inc.

CIK 2010374 LOS ANGELES, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$273,998

-$115,955 QoQ

Shares Held

1,749

-16.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,893

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PFC CAPITAL GROUP, INC. holds $2,350,754 across 3 Software - Application names. CRM ranks #2 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	8,137	$1,822,281
2	CRM	Salesforce, Inc. This page	1,749	$273,998
3	INTU	Intuit Inc.	975	$254,475

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,998	1,749	-16.3%	Shares	Sole	2026-08-06
2026-03-31	$389,953	2,089	-20.0%	Shares	Sole	2026-05-13
2025-12-31	$691,680	2,611	-43.5%	Shares	Sole	2026-02-11
2025-09-30	$1,094,703	4,619	-35.0%	Shares	Sole	2025-11-13
2025-06-30	$1,938,825	7,110	-8.4%	Shares	Sole	2025-08-12
2025-03-31	$2,083,547	7,764	-1.3%	Shares	Sole	2025-05-12
2024-12-31	$2,631,177	7,870	+0.6%	Shares	Sole	2025-02-12
2024-09-30	$2,140,412	7,820	+3.3%	Shares	Sole	2024-11-12
2024-06-30	$1,946,247	7,570	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$2,263,367	7,515	+9.1%	Shares	Sole	2024-05-02
2023-12-31	$1,813,034	6,890	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.