Financial Planning Hawaii, Inc.

Position in CRM — Salesforce, Inc.

CIK 2105146 HONOLULU, HI

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$397,446

+$24,106 QoQ

Shares Held

2,537

+26.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,682

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Financial Planning Hawaii, Inc. holds $1,341,189 across 4 Software - Application names. CRM ranks #1 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	2,537	$397,446
2	ADBE	Adobe Inc.	1,600	$328,032
3	INTU	Intuit Inc.	1,184	$309,024
4	SHOP	Shopify Inc.	2,686	$306,687

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,446	2,537	+26.9%	Shares	Sole	2026-07-23
2026-03-31	$373,340	2,000	0.0%	Shares	Sole	2026-04-21
2025-12-31	$529,820	2,000	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.