Perigon Wealth Management, LLC

Position in SAP — Sap SE

CIK 1575239 SAN FRANCISCO, CA

Position in SAP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,460,500

-$626,549 QoQ

Shares Held

9,477

-22.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#273

of 818 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Technology · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names. SAP ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	36,566	$5,728,429
2	NOW	ServiceNow, Inc.	54,637	$5,424,361
3	UBER	Uber Technologies, Inc	50,584	$3,650,141
4	ADP	Automatic Data Processing Inc	12,253	$2,744,059
5	SNOW	Snowflake Inc.	8,997	$2,289,736
6	SAP	Sap SE This page	9,477	$1,460,500
7	INTU	Intuit Inc.	5,039	$1,315,179
8	CHYM	Chime Financial, Inc.	57,137	$1,170,165

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,460,500	9,477	-22.3%	Shares	Sole	2026-08-07
2026-03-31	$2,087,049	12,190	-23.3%	Shares	Sole	2026-04-10
2025-12-31	$3,862,511	15,901	+3.2%	Shares	Sole	2026-01-16
2025-09-30	$4,115,568	15,402	+38.2%	Shares	Sole	2025-10-17
2025-06-30	$3,389,498	11,146	+187.8%	Shares	Sole	2025-07-16
2025-03-31	$1,039,668	3,873	+50.8%	Shares	Sole	2025-04-23
2024-12-31	$632,267	2,568	+4.1%	Shares	Sole	2025-01-22
2024-09-30	$564,960	2,466	-3.9%	Shares	Sole	2024-10-16
2024-06-30	$517,386	2,565	+1.6%	Shares	Sole	2024-08-02
2024-03-31	$492,255	2,524	+21.7%	Shares	Sole	2024-04-29
2023-12-31	$320,619	2,074	+7.3%	Shares	Sole	2024-01-29
2023-09-30	$249,846	1,932	+0.3%	Shares	Sole	2023-10-30
2023-06-30	$263,496	1,926	+7.3%	Shares	Sole	2023-08-02
2023-03-31	$227,157	1,795	+260.4%	Shares	Sole	2023-05-03
2020-12-31	$64,934	498	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.