Cornerstone Planning, LLC

Position in SAP — Sap SE

CIK 1802105 CHARLOTTE, NC

Position in SAP

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

Position Value

$1,262,006

-$67,439 QoQ

Shares Held

8,189

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#294

of 812 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Planning, LLC holds $3,790,301 across 3 Software - Application names. SAP ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	13,254	$2,076,371
2	SAP	Sap SE This page	8,189	$1,262,006
3	SHOP	Shopify Inc.	3,958	$451,924

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,262,006	8,189	+5.5%	Shares	Sole	2026-07-30
2026-03-31	$1,329,445	7,765	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.