FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in CRM — Salesforce, Inc.
CIK 2020280
Boca Raton, FL
Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$650,608
+$241,615 QoQ
Shares Held
4,153
+89.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,436
of 2,451 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIDUCIARY FAMILY OFFICE, LLC holds $2,803,698 across 4 Software - Application names. CRM ranks #2 (23.2% of the industry book) .
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,608 | 4,153 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $408,993 | 2,191 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $656,182 | 2,477 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $585,627 | 2,471 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $891,696 | 3,270 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,419,624 | 5,290 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $1,267,277 | 4,630 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,289,099 | 5,014 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,632,395 | 5,420 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,284,123 | 4,880 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||