CHAPMAN FINANCIAL GROUP, LLC

Position in CRM — Salesforce, Inc.

CIK 2056577 KAILUA, HI

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$861,786

-$23,776 QoQ

Shares Held

5,501

+16.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,292

of 2,451 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

CHAPMAN FINANCIAL GROUP, LLC holds $2,102,554 across 5 Software - Application names. CRM ranks #2 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	12,811	$924,441
2	CRM	Salesforce, Inc. This page	5,501	$861,786
3	WDAY	Workday, Inc.	2,050	$250,961
4	ADP	Automatic Data Processing Inc	275	$61,586
5	LAW	CS Disco, Inc.	1,000	$3,780

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,786	5,501	+16.0%	Shares	Sole	2026-08-05
2026-03-31	$885,562	4,744	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,256,733	4,744	-1.0%	Shares	Sole	2026-02-02
2025-09-30	$1,135,467	4,791	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$1,287,369	4,721	-1.5%	Shares	Sole	2025-08-15
2024-12-31	$1,602,778	4,794	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.