Asset Planning,Inc

Position in CRM — Salesforce, Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,569

-$2,791 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,323

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

Asset Planning,Inc holds $117,145 across 6 Software - Application names. CRM ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	400	$39,712
2	ADP	Automatic Data Processing Inc	153	$34,264
3	PAYX	Paychex Inc	255	$25,074
4	CRM	Salesforce, Inc. This page	93	$14,569
5	DOCU	Docusign, Inc.	50	$2,221
6	INTU	Intuit Inc.	5	$1,305

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,569	93	0.0%	Shares	Sole	2026-07-27
2026-03-31	$17,360	93	0.0%	Shares	Sole	2026-04-23
2025-12-31	$24,636	93	0.0%	Shares	Sole	2026-02-03
2025-09-30	$22,041	93	0.0%	Shares	Sole	2025-10-23
2025-06-30	$25,360	93	0.0%	Shares	Sole	2025-07-25
2025-03-31	$24,957	93	0.0%	Shares	Sole	2025-05-08
2024-12-31	$31,092	93	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.