Prota Financial, LLC

Position in CRM — Salesforce, Inc.

CIK 2126257 HOUSTON, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$518,857

-$52,166 QoQ

Shares Held

3,312

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#1,550

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

Prota Financial, LLC holds $2,197,506 across 4 Software - Application names. CRM ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,858	$640,049
2	INTU	Intuit Inc.	2,087	$544,707
3	CRM	Salesforce, Inc. This page	3,312	$518,857
4	ADBE	Adobe Inc.	2,409	$493,893

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,857	3,312	+8.3%	Shares	Sole	2026-07-07
2026-03-31	$571,023	3,059	+55.1%	Shares	Sole	2026-04-10
2025-12-31	$522,402	1,972	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.