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Equibles

Creative Planning

Position in CRM — Salesforce, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to CRM Full portfolio

Position in CRM

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$71,790,668
-$14,851,590 QoQ
Shares Held
384,586
+17.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.4662156188732819.ToString("F0")% Shared 0.ToString("F0")% None 99.53378438112672.ToString("F0")%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Derivatives in CRM

reported options exposure · as of Mar 31, 2024
CallValue
$10,541,300
CallShares
35,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Mar 31, 2026

Creative Planning holds $742,225,652 across 109 Software - Application names. CRM ranks #1 (9.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRM
Salesforce, Inc.
This page 		384,586 $71,790,668
2 NOW
ServiceNow, Inc.
 529,490 $55,358,179
3 SHOP
Shopify Inc.
 440,326 $52,231,469
4 INTU
Intuit Inc.
 92,850 $40,146,482
5 ADBE
Adobe Inc.
 152,209 $36,998,963
6 SNOW
Snowflake Inc.
 237,364 $35,799,238
7 UBER
Uber Technologies, Inc
 474,134 $34,104,457
8 BSY
Bentley Systems Inc
 882,370 $30,988,833

All Filings in CRM

Export CSV
47 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $71,790,668 384,586
2025-12-31 $86,642,258 327,063
2025-09-30 $73,183,467 308,791
2025-06-30 $73,327,158 268,903
2025-03-31 $73,455,766 273,721
2024-12-31 $82,166,611 245,765
2024-09-30 $63,977,795 233,743
2024-06-30 $55,634,623 216,393
2024-03-31 $64,408,547 213,854
2024-03-31 $10,541,300 35,000
2023-12-31 $18,446,114 70,100
2023-12-31 $53,040,865 201,569
2023-09-30 $263,614 1,300
2023-09-30 $52,629,115 259,538
2023-09-30 $14,214,878 70,100
2023-06-30 $274,638 1,300
2023-06-30 $42,780,360 202,501
2023-06-30 $14,830,452 70,200
2023-03-31 $41,388,821 207,172
2023-03-31 $14,004,578 70,100
2022-12-31 $27,066,657 204,138
2022-12-31 $9,360,854 70,600
2022-09-30 $57,536 400
2022-09-30 $26,765,171 186,076
2022-06-30 $16,504 100
2022-06-30 $36,168,350 219,149
2022-03-31 $42,168,450 198,608
2022-03-31 $21,232 100
2021-12-31 $28,011,479 110,225
2021-09-30 $29,180,831 107,591
2021-06-30 $26,861,882 109,968
2021-06-30 $439,686 1,800
2021-03-31 $550,862 2,600
2021-03-31 $28,144,598 132,839
2021-03-31 $720,358 3,400
2020-12-31 $28,054,802 126,072
2020-12-31 $1,246,168 5,600
2020-12-31 $6,052,816 27,200
2020-09-30 $22,429,053 89,245
2020-09-30 $653,432 2,600
2020-09-30 $452,376 1,800
2020-06-30 $318,461 1,700
2020-06-30 $487,058 2,600
2020-06-30 $18,526,562 98,898
2020-03-31 $14,382,738 99,894
2020-03-31 $143,980 1,000
2020-03-31 $244,766 1,700

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