SEC 13F Intelligence

Lifeplan Financial, LLC / CRM

Lifeplan Financial, LLC’s Salesforce Inc Position

Does Lifeplan Financial, LLC own Salesforce Inc (CRM)? Yes — 12.0K shares worth $2M (+1.65% of its 13F portfolio) as of Q1 2026, up from 9.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
12.0K
% of Portfolio
+1.65%
Quarters Held
10
currently held

Position History CRM

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.0K$2M+1.65%
Q4 20259.9K$3M+2.01%
Q3 20259.2K$2M+1.72%
Q2 20258.8K$2M+1.98%
Q1 20258.3K$2M+1.94%
Q4 20248.3K$3M+2.45%
Q3 20248.5K$2M+1.99%
Q2 20246.6K$2M+1.57%
Q1 20246.9K$2M+1.90%
Q4 20237.0K$2M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of CRM.