Position in QH
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,221
New position
Shares Held
11,306
first reported quarter
Ownership
0.347%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026Perigon Wealth Management, LLC holds $36,800,075 across 28 Software - Application names. QH ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,804 | $7,056,872 | |
| 2 | NOW |
ServiceNow, Inc.
|
53,730 | $5,617,471 | |
| 3 | UBER |
Uber Technologies, Inc
|
58,981 | $4,242,503 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,820 | $3,823,847 | |
| 5 | SAP |
Sap SE
|
12,190 | $2,087,049 | |
| 6 | INTU |
Intuit Inc.
|
4,349 | $1,880,420 | |
| 7 | SNOW |
Snowflake Inc.
|
8,304 | $1,252,409 | |
| 8 | ADBE |
Adobe Inc.
|
4,708 | $1,144,420 |
All Filings in QH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,221 | 11,306 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||