Plancorp, LLC

Position in CRM — Salesforce, Inc.

CIK 1599579 SAINT LOUIS, MO

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$679,747

-$137,307 QoQ

Shares Held

4,339

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,421

of 2,457 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Plancorp, LLC holds $1,416,506 across 3 Software - Application names. CRM ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	4,339	$679,747
2	ADP	Automatic Data Processing Inc	2,110	$472,534
3	CDNS	Cadence Design Systems Inc	704	$264,225

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,747	4,339	-0.9%	Shares	Sole	2026-07-14
2026-03-31	$817,054	4,377	-4.5%	Shares	Sole	2026-04-14
2025-12-31	$1,214,082	4,583	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$1,116,744	4,712	-20.0%	Shares	Sole	2025-10-15
2025-06-30	$1,605,871	5,889	+6.4%	Shares	Sole	2025-07-16
2025-03-31	$1,485,640	5,536	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$1,880,606	5,625	+10.6%	Shares	Sole	2025-02-11
2024-09-30	$1,392,636	5,088	-20.5%	Shares	Sole	2024-11-12
2024-06-30	$1,645,440	6,400	-0.5%	Shares	Sole	2024-08-09
2024-03-31	$1,936,888	6,431	+4.3%	Shares	Sole	2024-05-15
2023-12-31	$1,623,047	6,168	+3.0%	Shares	Sole	2024-02-09
2023-09-30	$1,213,841	5,986	+4.4%	Shares	Sole	2023-11-08
2023-06-30	$1,211,787	5,736	+34.7%	Shares	Sole	2023-07-26
2023-03-31	$850,463	4,257	+6.7%	Shares	Sole	2023-05-11
2022-12-31	$528,901	3,989	-3.6%	Shares	Sole	2023-02-14
2022-09-30	$595,066	4,137	-2.2%	Shares	Sole	2022-11-10
2022-06-30	$698,119	4,230	-9.1%	Shares	Sole	2022-08-04
2022-03-31	$987,712	4,652	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$1,172,047	4,612	+399.7%	Shares	Sole	2022-02-11
2021-09-30	$250,336	923	+6.3%	Shares	Sole	2021-11-15
2021-06-30	$212,026	868	-45.1%	Shares	Sole	2021-08-13
2020-12-31	$351,597	1,580	+98.2%	Shares	Sole	2021-02-09
2020-09-30	$200,302	797	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.