BAR HARBOR WEALTH MANAGEMENT

Position in CRM — Salesforce, Inc.

CIK 1035463 CONCORD, NH

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,261,817

-$542,517 QoQ

Shares Held

20,821

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#776

of 2,451 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $15,381,544 across 4 Software - Application names. CRM ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	44,247	$9,909,115
2	CRM	Salesforce, Inc. This page	20,821	$3,261,817
3	UBER	Uber Technologies, Inc	23,924	$1,726,355
4	ADBE	Adobe Inc.	2,362	$484,257

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,261,817	20,821	+2.2%	Shares	Defined	2026-07-15
2026-03-31	$3,804,334	20,380	+54.9%	Shares	Defined	2026-04-17
2025-12-31	$3,485,950	13,159	-4.3%	Shares	Defined	2026-01-22
2025-09-30	$3,258,039	13,747	-5.8%	Shares	Defined	2025-10-15
2025-06-30	$3,977,456	14,586	+1.7%	Shares	Defined	2025-07-23
2025-03-31	$3,849,892	14,346	-2.2%	Shares	Defined	2025-04-16
2024-12-31	$4,903,283	14,666	+4.5%	Shares	Defined	2025-01-13
2024-09-30	$3,842,614	14,039	-1.0%	Shares	Defined	2024-10-16
2024-06-30	$3,646,706	14,184	+0.7%	Shares	Defined	2024-07-17
2024-03-31	$4,240,313	14,079	+5.9%	Shares	Defined	2024-04-24
2023-12-31	$3,496,867	13,289	+6.0%	Shares	Defined	2024-01-17
2023-09-30	$2,541,238	12,532	+49.0%	Shares	Defined	2023-11-28
2023-06-30	$1,777,330	8,413	—	Shares	Defined	2023-08-09
No filing history on record for this holder in this stock.