SHERMAN PORFOLIOS, LLC

Position in CRM — Salesforce, Inc.

CIK 2096483 COEUR D'ALENE, ID

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,708,964

-$590,801 QoQ

Shares Held

17,292

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#843

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SHERMAN PORFOLIOS, LLC holds $9,204,106 across 3 Software - Application names. CRM ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	21,073	$4,719,298
2	CRM	Salesforce, Inc. This page	17,292	$2,708,964
3	INTU	Intuit Inc.	6,804	$1,775,844

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,708,964	17,292	-2.2%	Shares	Sole	2026-08-12
2026-03-31	$3,299,765	17,677	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.