COFG Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 2104330 OAK BROOK, IL

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$206,007

-$74,371 QoQ

Shares Held

1,315

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,047

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

COFG Advisors, LLC holds $1,505,065 across 5 Software - Application names. CRM ranks #5 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	7,506	$541,632
2	MSTR	Strategy Inc	3,274	$284,608
3	ADP	Automatic Data Processing Inc	1,151	$257,766
4	SNOW	Snowflake Inc.	845	$215,052
5	CRM	Salesforce, Inc. This page	1,315	$206,007

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,007	1,315	-12.5%	Shares	Sole	2026-08-14
2026-03-31	$280,378	1,502	+53.9%	Shares	Sole	2026-05-11
2025-12-31	$258,552	976	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.