NORTH STAR ASSET MANAGEMENT INC

Position in CRM — Salesforce, Inc.

CIK 1056559 NEENAH, WI

Position in CRM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$11,338,266

-$2,018,718 QoQ

Shares Held

72,375

+1.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#443

of 2,451 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $83,732,023 across 9 Software - Application names. CRM ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	99,048	$20,306,820
2	INTU	Intuit Inc.	64,471	$16,826,931
3	ROP	Roper Technologies Inc	39,077	$13,223,266
4	CRM	Salesforce, Inc. This page	72,375	$11,338,266
5	TYL	Tyler Technologies Inc	34,119	$9,978,442
6	CDNS	Cadence Design Systems Inc	19,738	$7,408,066
7	VERX	Vertex, Inc.	252,542	$2,899,182
8	ADP	Automatic Data Processing Inc	5,458	$1,222,319

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,338,266	72,375	+1.1%	Shares	Sole	2026-08-18
2026-03-31	$13,356,984	71,554	+11.2%	Shares	Sole	2026-05-06
2025-12-31	$17,038,746	64,319	+20.2%	Shares	Sole	2026-02-09
2025-09-30	$12,676,893	53,489	+10.6%	Shares	Sole	2025-11-10
2025-06-30	$13,193,560	48,383	+15.1%	Shares	Sole	2025-08-12
2025-03-31	$11,280,511	42,035	+10.3%	Shares	Sole	2025-05-08
2024-12-31	$12,743,656	38,117	+23.3%	Shares	Sole	2025-02-19
2024-09-30	$8,460,922	30,912	+31.5%	Shares	Sole	2024-11-14
2024-06-30	$6,044,935	23,512	+2351.7%	Shares	Sole	2024-08-05
2024-03-31	$288,831	959	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.