Everest Financial Group LLC

Position in CRM — Salesforce, Inc.

CIK 2056391 MINNEAPOLIS, MN

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,935,299

-$2,510,789 QoQ

Shares Held

25,120

-27.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#718

of 2,457 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Everest Financial Group LLC holds $21,755,286 across 5 Software - Application names. CRM ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	97,117	$9,641,775
2	UBER	Uber Technologies, Inc	92,597	$6,681,799
3	CRM	Salesforce, Inc. This page	25,120	$3,935,299
4	FICO	Fair Isaac Corp	888	$1,060,964
5	SNOW	Snowflake Inc.	1,711	$435,449

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,935,299	25,120	-27.3%	Shares	Sole	2026-08-10
2026-03-31	$6,446,088	34,532	+3.9%	Shares	Sole	2026-05-15
2025-12-31	$8,808,257	33,250	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.