Position in CRM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,400
-$3,301 QoQ
Shares Held
45
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $5,377,547 across 9 Software - Application names. CRM ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
48,428 | $3,483,426 | |
| 2 | INTU |
Intuit Inc.
|
2,296 | $992,744 | |
| 3 | ADBE |
Adobe Inc.
|
3,553 | $863,663 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
48 | $13,337 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
45 | $8,400 | |
| 6 | SHOP |
Shopify Inc.
|
69 | $8,184 | |
| 7 | FICO |
Fair Isaac Corp
|
6 | $6,405 | |
| 8 | NOW |
ServiceNow, Inc.
|
10 | $1,045 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,400 | 45 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $11,701 | 35 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||