Midwest Professional Planners, LTD.

Position in CRM — Salesforce, Inc.

CIK 1730575 WAUSAU, WI

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$462,147

-$1,281,350 QoQ

Shares Held

2,950

-68.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,606

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Midwest Professional Planners, LTD. holds $6,755,638 across 5 Software - Application names. CRM ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	8,858	$2,306,268
2	SHOP	Shopify Inc.	15,606	$1,781,893
3	CDNS	Cadence Design Systems Inc	4,300	$1,613,876
4	PAYX	Paychex Inc	6,015	$591,454
5	CRM	Salesforce, Inc. This page	2,950	$462,147

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$462,147	2,950	-68.4%	Shares	Sole	2026-08-05
2026-03-31	$1,743,497	9,340	-2.2%	Shares	Sole	2026-05-05
2025-12-31	$2,528,830	9,546	-30.1%	Shares	Sole	2026-02-06
2025-09-30	$3,238,842	13,666	-9.9%	Shares	Sole	2025-11-04
2025-06-30	$4,134,525	15,162	+1.1%	Shares	Sole	2025-08-11
2025-03-31	$4,025,400	15,000	-4.5%	Shares	Sole	2025-05-02
2024-12-31	$5,249,649	15,702	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$4,163,402	15,211	+7.1%	Shares	Sole	2024-11-14
2024-06-30	$3,652,619	14,207	+5.9%	Shares	Sole	2024-08-06
2024-03-31	$4,039,727	13,413	+17.7%	Shares	Sole	2024-05-09
2023-12-31	$2,999,796	11,400	+9.7%	Shares	Sole	2024-02-15
2023-09-30	$2,106,478	10,388	+16.5%	Shares	Sole	2023-11-13
2023-06-30	$1,883,171	8,914	+31.6%	Shares	Sole	2023-08-07
2023-03-31	$1,353,709	6,776	+8.8%	Shares	Sole	2023-05-15
2022-12-31	$825,637	6,227	+5.5%	Shares	Sole	2023-02-10
2022-09-30	$848,943	5,902	+7.0%	Shares	Sole	2022-11-10
2022-06-30	$910,525	5,517	+6.2%	Shares	Sole	2022-08-09
2022-03-31	$1,102,577	5,193	+7.4%	Shares	Sole	2022-05-11
2021-12-31	$1,229,226	4,837	+2.3%	Shares	Sole	2022-02-10
2021-09-30	$1,282,599	4,729	+1.1%	Shares	Sole	2021-11-08
2021-06-30	$1,142,206	4,676	+93.3%	Shares	Sole	2021-08-10
2021-03-31	$512,513	2,419	-47.3%	Shares	Sole	2021-05-17
2020-12-31	$1,022,302	4,594	+20.8%	Shares	Sole	2021-03-11
2020-09-30	$955,518	3,802	+9.3%	Shares	Sole	2020-11-06
2020-06-30	$651,908	3,480	+43.9%	Shares	Sole	2020-08-14
2020-03-31	$348,287	2,419	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.