RED REEF ADVISORS LLC

Position in CRM — Salesforce, Inc.

CIK 2122970 BOCA RATON, FL

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$602,044

-$120,182 QoQ

Shares Held

3,843

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,476

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

RED REEF ADVISORS LLC holds $1,237,902 across 3 Software - Application names. CRM ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	3,843	$602,044
2	NOW	ServiceNow, Inc.	3,756	$372,895
3	MSTR	Strategy Inc	3,025	$262,963

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,044	3,843	-0.7%	Shares	Sole	2026-07-23
2026-03-31	$722,226	3,869	+3.3%	Shares	Sole	2026-05-12
2025-12-31	$991,823	3,744	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.