Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$292,170
-$73,703 QoQ
Shares Held
1,865
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,853
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $32,489,021 across 8 Software - Application names. CRM ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
39,379 | $14,779,726 | |
| 2 | NOW |
ServiceNow, Inc.
|
66,962 | $6,647,987 | |
| 3 | ADSK |
Autodesk, Inc.
|
26,947 | $5,239,035 | |
| 4 | INTU |
Intuit Inc.
|
7,918 | $2,066,598 | |
| 5 | ADP |
Automatic Data Processing Inc
|
7,768 | $1,739,643 | |
| 6 | ROP |
Roper Technologies Inc
|
3,865 | $1,307,877 | |
| 7 | ADBE |
Adobe Inc.
|
2,029 | $415,985 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,865 | $292,170 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,170 | 1,865 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $365,873 | 1,960 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $539,356 | 2,036 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $503,151 | 2,123 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $642,184 | 2,355 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $616,154 | 2,296 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $781,329 | 2,337 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $690,844 | 2,524 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $673,859 | 2,621 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $803,849 | 2,669 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $736,528 | 2,799 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $583,195 | 2,876 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $608,640 | 2,881 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $582,558 | 2,916 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $405,062 | 3,055 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $289,981 | 2,016 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $358,301 | 2,171 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $479,206 | 2,257 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $407,878 | 1,605 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $423,645 | 1,562 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $372,756 | 1,526 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $380,942 | 1,798 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $431,263 | 1,938 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $481,277 | 1,915 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $361,546 | 1,930 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $308,981 | 2,146 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||