Cornerstone Planning, LLC

Position in CRM — Salesforce, Inc.

CIK 1802105 CHARLOTTE, NC

Position in CRM

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

Position Value

$2,076,371

-$294,151 QoQ

Shares Held

13,254

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#929

of 2,451 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Planning, LLC holds $3,790,301 across 3 Software - Application names. CRM ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	13,254	$2,076,371
2	SAP	Sap SE	8,189	$1,262,006
3	SHOP	Shopify Inc.	3,958	$451,924

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,076,371	13,254	+4.4%	Shares	Sole	2026-07-30
2026-03-31	$2,370,522	12,699	+21.4%	Shares	Sole	2026-05-11
2025-12-31	$2,772,018	10,464	+42.0%	Shares	Sole	2026-03-17
2024-12-31	$2,463,009	7,367	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.