Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,679
New position
Shares Held
132
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,284
of 2,443 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Planning Strategies Inc. holds $331,432 across 41 Software - Application names. CRM ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
|
971 | $119,481 | |
| 2 | SNOW |
Snowflake Inc.
|
266 | $67,697 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
132 | $20,679 | |
| 4 | ADBE |
Adobe Inc.
|
97 | $19,886 | |
| 5 | ADP |
Automatic Data Processing Inc
|
66 | $14,780 | |
| 6 | NOW |
ServiceNow, Inc.
|
140 | $13,899 | |
| 7 | UBER |
Uber Technologies, Inc
|
177 | $12,772 | |
| 8 | HUBS |
Hubspot Inc
|
56 | $10,220 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,679 | 132 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||