V2 Financial group LLC

Position in CRM — Salesforce, Inc.

CIK 2022843 NAPERVILLE, IL

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$301,413

-$61,660 QoQ

Shares Held

1,924

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,834

of 2,451 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

V2 Financial group LLC holds $904,975 across 3 Software - Application names. CRM ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	2,783	$317,762
2	CRM	Salesforce, Inc. This page	1,924	$301,413
3	U	Unity Software Inc.	10,000	$285,800

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,413	1,924	-1.1%	Shares	Sole	2026-08-11
2026-03-31	$363,073	1,945	+0.2%	Shares	Sole	2026-05-04
2025-12-31	$514,455	1,942	+15.0%	Shares	Sole	2026-01-21
2025-09-30	$400,293	1,689	0.0%	Shares	Sole	2025-10-16
2025-06-30	$460,573	1,689	+3.7%	Shares	Sole	2025-08-18
2025-03-31	$436,890	1,628	0.0%	Shares	Sole	2025-05-01
2024-12-31	$544,289	1,628	0.0%	Shares	Sole	2025-01-28
2024-09-30	$445,599	1,628	0.0%	Shares	Sole	2024-11-05
2024-06-30	$418,558	1,628	-45.6%	Shares	Sole	2024-07-30
2024-03-31	$900,528	2,990	0.0%	Shares	Sole	2024-05-09
2023-12-31	$786,788	2,990	0.0%	Shares	Sole	2024-05-10
2023-09-30	$606,312	2,990	+7.2%	Shares	Sole	2024-05-10
2023-06-30	$589,415	2,790	-0.1%	Shares	Sole	2024-05-10
2023-03-31	$557,785	2,792	+0.1%	Shares	Sole	2024-05-10
2022-12-31	$369,926	2,790	0.0%	Shares	Sole	2024-05-10
2022-09-30	$401,313	2,790	-5.3%	Shares	Sole	2024-05-10
2022-06-30	$486,207	2,946	-3.3%	Shares	Sole	2024-05-10
2022-03-31	$646,726	3,046	-0.8%	Shares	Sole	2024-05-10
2021-12-31	$780,433	3,071	-34.7%	Shares	Sole	2024-05-10
2021-09-30	$1,275,005	4,701	+34.3%	Shares	Sole	2024-05-10
2021-06-30	$855,189	3,501	-2.0%	Shares	Sole	2024-05-10
2021-03-31	$756,587	3,571	-18.5%	Shares	Sole	2024-05-10
2020-12-31	$974,903	4,381	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.