Orographic Financial Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 2135775 AVON, CO

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$379

-$344,027 QoQ

Shares Held

1,963

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,441

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

Orographic Financial Advisors, LLC holds $668,478 across 3 Software - Application names. CRM ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	9,253	$667,696
2	ADP	Automatic Data Processing Inc	1,500	$403
3	CRM	Salesforce, Inc. This page	1,963	$379

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379	1,963	+6.4%	Shares	Sole	2026-08-13
2026-03-31	$344,406	1,845	—	Shares	Sole	2026-05-19
No filing history on record for this holder in this stock.