CFC Planning Co LLC

Position in CRM — Salesforce, Inc.

CIK 1854428 CICERO, IN

Position in CRM

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

Position Value

$2,048,799

-$514,180 QoQ

Shares Held

13,078

-4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#937

of 2,451 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CFC Planning Co LLC holds $2,619,867 across 3 Software - Application names. CRM ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	13,078	$2,048,799
2	WDAY	Workday, Inc.	2,553	$312,538
3	ADBE	Adobe Inc.	1,261	$258,530

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,048,799	13,078	-4.7%	Shares	Sole	2026-08-05
2026-03-31	$2,562,979	13,730	+22.4%	Shares	Sole	2026-04-24
2025-12-31	$2,970,700	11,214	+6.5%	Shares	Sole	2026-01-30
2025-09-30	$2,494,899	10,527	+5.1%	Shares	Sole	2025-10-29
2025-06-30	$2,730,717	10,014	+6.2%	Shares	Sole	2025-08-12
2025-03-31	$2,529,829	9,427	+9.5%	Shares	Sole	2025-09-23
2024-12-31	$2,879,249	8,612	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.