Position in CRM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$930,048
+$14,060 QoQ
Shares Held
5,889
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,260
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EASTERN BANK holds $20,168,071 across 16 Software - Application names. CRM ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
64,006 | $14,334,143 | |
| 2 | ADSK |
Autodesk, Inc.
|
6,759 | $1,319,627 | |
| 3 | NOW |
ServiceNow, Inc.
|
10,978 | $1,089,895 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
5,889 | $930,048 | |
| 5 | SHOP |
Shopify Inc.
|
7,170 | $818,670 | |
| 6 | ADBE |
Adobe Inc.
|
2,032 | $416,600 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,351 | $328,500 | |
| 8 | INTU |
Intuit Inc.
|
1,240 | $323,640 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,048 | 5,889 | Shares | Defined | 2026-07-01 | |
| 2026-03-31 | $915,988 | 4,907 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $2,444,854 | 9,229 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $2,167,365 | 9,145 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,271,914 | 19,333 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $16,742,175 | 62,387 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $21,993,898 | 65,785 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $18,466,665 | 67,468 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $13,957,186 | 54,287 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $16,192,640 | 53,764 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,574,075 | 51,585 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $574,272 | 2,832 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $598,287 | 2,832 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $631,903 | 3,163 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $519,752 | 3,920 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $578,668 | 4,023 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $686,235 | 4,158 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $894,291 | 4,212 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,484,371 | 5,841 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,591,246 | 5,867 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,660,302 | 6,797 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,619,109 | 7,642 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $15,921,797 | 71,549 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $18,013,862 | 71,677 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $16,553,226 | 88,364 | Shares | Sole | 2020-09-01 | |
| 2020-03-31 | $13,179,351 | 91,536 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||