Cornerstone Planning Group LLC

Position in CRM — Salesforce, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$58,904

-$27,150 QoQ

Shares Held

376

-18.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,197

of 2,461 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,086,248 across 54 Software - Application names. CRM ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	1,244	$123,504
2	UBER	Uber Technologies, Inc	1,624	$117,187
3	ADP	Automatic Data Processing Inc	447	$100,105
4	DDOG	Datadog, Inc.	282	$73,421
5	PAYX	Paychex Inc	657	$64,602
6	CRM	Salesforce, Inc. This page	376	$58,904
7	MSTR	Strategy Inc	635	$55,200
8	INTU	Intuit Inc.	202	$52,722

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,904	376	-18.4%	Shares	Sole	2026-07-29
2026-03-31	$86,054	461	+0.7%	Shares	Sole	2026-05-06
2025-12-31	$121,328	458	+344.7%	Shares	Sole	2026-02-02
2025-09-30	$24,411	103	-75.5%	Shares	Sole	2025-11-04
2025-06-30	$114,802	421	-36.7%	Shares	Sole	2025-08-11
2025-03-31	$178,459	665	+96.7%	Shares	Sole	2025-04-30
2024-12-31	$113,003	338	+3.4%	Shares	Sole	2025-01-29
2024-09-30	$89,503	327	+1.2%	Shares	Sole	2024-11-05
2024-06-30	$83,043	323	+4.5%	Shares	Sole	2024-08-13
2024-03-31	$93,064	309	-18.7%	Shares	Sole	2024-05-07
2023-12-31	$99,993	380	-5.9%	Shares	Sole	2024-02-12
2023-09-30	$81,923	404	-18.1%	Shares	Sole	2023-11-08
2023-06-30	$104,151	493	-16.2%	Shares	Sole	2023-08-15
2022-12-31	$77,962	588	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.