Compound Planning, Inc.

Position in CRM — Salesforce, Inc.

CIK 1978879 NEW YORK, NY

Position in CRM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,586,312

-$2,124,052 QoQ

Shares Held

13,855

-22.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Compound Planning, Inc. holds $44,824,958 across 31 Software - Application names. CRM ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	879,216	$18,586,626
2	SHOP	Shopify Inc.	32,249	$3,825,376
3	UBER	Uber Technologies, Inc	46,361	$3,334,745
4	CRM	Salesforce, Inc. This page	13,855	$2,586,312
5	NOW	ServiceNow, Inc.	18,996	$1,986,031
6	INTU	Intuit Inc.	4,081	$1,764,542
7	SAP	Sap SE	8,039	$1,376,357
8	VIA	Via Transportation, Inc.	87,473	$1,312,095

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.