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Stonebridge Financial Group, LLC/CA

Position in CRM — Salesforce, Inc.

CIK 2142299 SAN RAFAEL, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$565,385
New position
Shares Held
3,609
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,507
of 2,451 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Software - Application

Technology · as of Jun 30, 2026

Stonebridge Financial Group, LLC/CA holds $2,286,896 across 4 Software - Application names. CRM ranks #2 (24.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CRM
Salesforce, Inc.
This page
3,609 $565,385

All Filings in CRM

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $565,385 3,609