Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,574,589
-$193,175 QoQ
Shares Held
10,051
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,037
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $2,685,558 across 14 Software - Application names. CRM ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
10,051 | $1,574,589 | |
| 2 | ADBE |
Adobe Inc.
|
2,371 | $486,102 | |
| 3 | UBER |
Uber Technologies, Inc
|
3,583 | $258,549 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
397 | $149,002 | |
| 5 | INTU |
Intuit Inc.
|
283 | $73,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
205 | $45,909 | |
| 7 | ASAN |
Asana, Inc.
|
6,000 | $42,000 | |
| 8 | NOW |
ServiceNow, Inc.
|
265 | $26,309 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,574,589 | 10,051 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,767,764 | 9,470 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,057,291 | 7,766 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,744,794 | 7,362 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,007,543 | 7,362 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,975,666 | 7,362 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,457,325 | 7,350 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,011,768 | 7,350 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,976,584 | 7,688 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,312,158 | 7,677 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,934,342 | 7,351 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,490,635 | 7,351 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,547,268 | 7,324 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,463,188 | 7,324 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $971,089 | 7,324 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,000,263 | 6,954 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,147,688 | 6,954 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,476,473 | 6,954 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,767,220 | 6,954 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,886,063 | 6,954 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,655,662 | 6,778 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,436,054 | 6,778 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,502,077 | 6,750 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,696,410 | 6,750 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,264,852 | 6,752 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $806,575 | 5,602 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||