CVFG LLC

Position in CRM — Salesforce, Inc.

CIK 2050974 SHELBYVILLE, IN

Position in CRM

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$262,458

-$172,259 QoQ

Shares Held

1,406

-14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

CVFG LLC holds $2,076,039 across 4 Software - Application names. CRM ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	1,764	$762,718
2	EGAN	EGAIN Corp	86,476	$682,295
3	ADP	Automatic Data Processing Inc	1,814	$368,568
4	CRM	Salesforce, Inc. This page	1,406	$262,458

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$262,458	1,406	-14.3%	Shares	Sole	2026-04-29
2025-12-31	$434,717	1,641	+4.7%	Shares	Sole	2026-02-06
2025-09-30	$371,616	1,568	+1.6%	Shares	Sole	2025-11-10
2025-06-30	$420,760	1,543	+0.7%	Shares	Sole	2025-08-07
2025-03-31	$411,395	1,533	+8.6%	Shares	Sole	2025-04-23
2024-12-31	$471,739	1,411	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.