Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,602,161
-$6,122,733 QoQ
Shares Held
61,293
-27.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#484
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $53,233,651 across 9 Software - Application names. CRM ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
70,744 | $15,843,118 | |
| 2 | NOW |
ServiceNow, Inc.
|
148,037 | $14,697,113 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
61,293 | $9,602,161 | |
| 4 | ROP |
Roper Technologies Inc
|
26,022 | $8,805,584 | |
| 5 | TYL |
Tyler Technologies Inc
|
5,780 | $1,690,418 | |
| 6 | ADBE |
Adobe Inc.
|
5,133 | $1,052,367 | |
| 7 | SHOP |
Shopify Inc.
|
6,501 | $742,284 | |
| 8 | INTU |
Intuit Inc.
|
1,773 | $462,753 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,602,161 | 61,293 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,724,894 | 84,239 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,692,755 | 89,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,133,527 | 89,171 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,517,557 | 89,910 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,160,987 | 90,032 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,527,672 | 91,310 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,083,879 | 91,644 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,394,557 | 90,994 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $27,514,298 | 91,355 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,988,105 | 91,161 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,531,658 | 91,388 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,626,055 | 83,433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,574,747 | 82,965 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,209,947 | 92,088 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,445,419 | 100,427 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $14,759,527 | 89,430 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,012,352 | 80,126 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,933,698 | 66,634 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,629,842 | 65,002 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,677,981 | 64,183 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,207,975 | 62,340 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $13,152,635 | 59,105 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,164,139 | 48,401 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,504,220 | 45,397 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,391,533 | 30,501 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||