BridgePort Financial Solutions, LLC

Position in CRM — Salesforce, Inc.

CIK 2031775 FAIRFIELD, IA

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$210,551

-$416,100 QoQ

Shares Held

1,344

-60.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,038

of 2,451 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BridgePort Financial Solutions, LLC holds $1,363,885 across 4 Software - Application names. CRM ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,930	$562,907
2	ADP	Automatic Data Processing Inc	1,732	$387,881
3	CRM	Salesforce, Inc. This page	1,344	$210,551
4	MSTR	Strategy Inc	2,330	$202,546

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,551	1,344	-60.0%	Shares	Sole	2026-07-24
2026-03-31	$626,651	3,357	+34.1%	Shares	Sole	2026-04-16
2025-09-30	$593,211	2,503	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.