GRIMES & Co WEALTH MANAGEMENT, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1321993
WESTBOROUGH, MA
Position in ADP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,039,868
+$6,364,498 QoQ
Shares Held
31,435
+845.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#40
of 399 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,211,096 across 10 Software - Application names. ADP ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
72,567 | $11,368,345 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
31,435 | $7,039,868 | |
| 3 | ADBE |
Adobe Inc.
|
32,999 | $6,765,454 | |
| 4 | ADSK |
Autodesk, Inc.
|
23,569 | $4,582,284 | |
| 5 | PAYX |
Paychex Inc
|
44,471 | $4,372,833 | |
| 6 | TEAM |
Atlassian Corp
|
55,062 | $4,283,272 | |
| 7 | ZM |
Zoom Communications, Inc.
|
41,105 | $3,547,772 | |
| 8 | NOW |
ServiceNow, Inc.
|
31,414 | $3,118,781 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,039,868 | 31,435 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $675,370 | 3,324 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $839,598 | 3,264 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $970,017 | 3,305 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,039,924 | 3,372 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,021,386 | 3,343 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $951,957 | 3,252 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $864,227 | 3,123 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $742,325 | 3,110 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $849,615 | 3,402 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $810,968 | 3,481 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $782,606 | 3,253 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $712,998 | 3,244 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $723,770 | 3,251 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $780,833 | 3,269 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $729,462 | 3,225 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $615,627 | 2,931 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $655,997 | 2,883 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $710,890 | 2,883 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $571,171 | 2,857 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $560,902 | 2,824 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $532,239 | 2,824 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $490,012 | 2,781 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $387,921 | 2,781 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $414,063 | 2,781 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $422,887 | 3,094 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||