JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in CRM — Salesforce, Inc.

CIK 2122180 AMMON, ID

Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$861,629

-$107,001 QoQ

Shares Held

5,500

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,293

of 2,451 holders

Holding Since

Dec 2025

3 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 Jun 30, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $3,431,365 across 5 Software - Application names. CRM ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	9,725	$1,110,400
2	CRM	Salesforce, Inc. This page	5,500	$861,629
3	ADSK	Autodesk, Inc.	3,554	$690,967
4	ADP	Automatic Data Processing Inc	2,512	$562,562
5	NOW	ServiceNow, Inc.	2,073	$205,807

All Filings in CRM

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,629	5,500	+6.0%	Shares	Sole	2026-07-24
2026-03-31	$968,630	5,189	-69.2%	Shares	Other	2026-05-15
2025-12-31	$4,467,442	16,864	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.