Churchill Financial Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 2095935 LOUISVILLE, KY

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$960,325

-$183,962 QoQ

Shares Held

6,130

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,247

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Churchill Financial Advisors, LLC holds $2,939,055 across 4 Software - Application names. CRM ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	4,760	$975,895
2	CRM	Salesforce, Inc. This page	6,130	$960,325
3	INTU	Intuit Inc.	2,346	$612,306
4	UBER	Uber Technologies, Inc	5,412	$390,529

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,325	6,130	0.0%	Shares	Sole	2026-07-15
2026-03-31	$1,144,287	6,130	+37.6%	Shares	Sole	2026-04-22
2025-12-31	$1,180,174	4,455	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.