Putney Financial Group LLC

Position in CRM — Salesforce, Inc.

CIK 2056907 SAN RAFAEL, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$230,133

-$73,392 QoQ

Shares Held

1,469

-9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,986

of 2,451 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Putney Financial Group LLC holds $2,603,346 across 4 Software - Application names. CRM ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	17,054	$1,947,225
2	CRM	Salesforce, Inc. This page	1,469	$230,133
3	ADP	Automatic Data Processing Inc	1,005	$225,069
4	ADBE	Adobe Inc.	980	$200,919

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,133	1,469	-9.7%	Shares	Sole	2026-07-21
2026-03-31	$303,525	1,626	-50.2%	Shares	Sole	2026-04-10
2025-12-31	$864,931	3,265	-6.4%	Shares	Sole	2026-01-23
2025-09-30	$826,893	3,489	-8.7%	Shares	Sole	2025-11-07
2025-06-30	$1,041,675	3,820	-4.1%	Shares	Sole	2025-08-27
2025-03-31	$1,069,414	3,985	-4.5%	Shares	Sole	2025-04-22
2024-12-31	$1,394,490	4,171	—	Shares	Sole	2025-02-21
No filing history on record for this holder in this stock.