Position in SAP
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,087,049
-$1,775,462 QoQ
Shares Held
12,190
-23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Perigon Wealth Management, LLC holds $36,800,075 across 28 Software - Application names. SAP ranks #5 (5.7% 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
This page
|
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 SAP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,087,049 | 12,190 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,862,511 | 15,901 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,115,568 | 15,402 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,389,498 | 11,146 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,039,668 | 3,873 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $632,267 | 2,568 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $564,960 | 2,466 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $517,386 | 2,565 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $492,255 | 2,524 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $320,619 | 2,074 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $249,846 | 1,932 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $263,496 | 1,926 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $227,157 | 1,795 | 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. | ||||||