LifePlan Financial, LLC

Position in CRM — Salesforce, Inc.

CIK 1739485 MANKATO, MN

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,502,212

-$732,974 QoQ

Shares Held

9,589

-19.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#1,061

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LifePlan Financial, LLC holds $3,806,602 across 5 Software - Application names. CRM ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	9,589	$1,502,212
2	ADSK	Autodesk, Inc.	5,397	$1,049,284
3	NOW	ServiceNow, Inc.	7,029	$697,839
4	ADP	Automatic Data Processing Inc	1,550	$347,122
5	ADBE	Adobe Inc.	1,025	$210,145

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,502,212	9,589	-19.9%	Shares	Sole	2026-07-21
2026-03-31	$2,235,186	11,974	+21.1%	Shares	Sole	2026-04-14
2025-12-31	$2,618,370	9,884	+7.8%	Shares	Sole	2026-01-20
2025-09-30	$2,172,342	9,166	+4.6%	Shares	Sole	2025-11-13
2025-06-30	$2,388,764	8,760	+5.6%	Shares	Sole	2025-07-09
2025-03-31	$2,225,777	8,294	+0.1%	Shares	Sole	2025-04-25
2024-12-31	$2,769,924	8,285	-2.1%	Shares	Sole	2025-01-17
2024-09-30	$2,316,407	8,463	+27.4%	Shares	Sole	2024-10-04
2024-06-30	$1,707,401	6,641	-3.5%	Shares	Sole	2024-07-30
2024-03-31	$2,072,118	6,880	-1.0%	Shares	Sole	2024-04-30
2023-12-31	$1,829,612	6,953	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.