Compound Planning, Inc.

Position in CRM — Salesforce, Inc.

CIK 1978879 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,881,956

-$704,356 QoQ

Shares Held

12,013

-13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#964

of 2,462 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $45,135,702 across 33 Software - Application names. CRM ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	809,025	$14,635,261
2	NOW	ServiceNow, Inc.	58,018	$5,760,026
3	SHOP	Shopify Inc.	28,597	$3,265,205
4	UBER	Uber Technologies, Inc	38,771	$2,797,715
5	ADP	Automatic Data Processing Inc	9,591	$2,147,904
6	CRM	Salesforce, Inc. This page	12,013	$1,881,956
7	VIA	Via Transportation, Inc.	87,620	$1,589,425
8	SAP	Sap SE	10,200	$1,571,921

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,881,956	12,013	-13.3%	Shares	Other	2026-08-04
2026-03-31	$2,586,312	13,855	-22.1%	Shares	Other	2026-05-14
2025-12-31	$4,710,364	17,781	+0.8%	Shares	Sole	2026-02-19
2025-09-30	$4,182,102	17,646	-8.4%	Shares	Sole	2025-11-10
2025-06-30	$5,252,554	19,262	+9.8%	Shares	Sole	2025-08-14
2025-03-31	$4,707,034	17,540	+17.8%	Shares	Sole	2025-05-14
2024-12-31	$4,976,167	14,884	+24.0%	Shares	Sole	2025-01-17
2024-09-30	$3,284,246	11,999	+27.5%	Shares	Sole	2024-10-08
2024-06-30	$2,419,311	9,410	+19.0%	Shares	Sole	2024-07-26
2024-03-31	$2,381,430	7,907	+98.8%	Shares	Sole	2024-05-07
2023-12-31	$1,046,507	3,977	+30.8%	Shares	Sole	2024-02-08
2023-09-30	$616,451	3,040	+7.5%	Shares	Sole	2023-11-09
2023-06-30	$597,654	2,829	+21.1%	Shares	Sole	2023-08-03
2023-03-31	$466,686	2,336	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.