NORTHSTAR ASSET MANAGEMENT Co

Position in CRM — Salesforce, Inc.

CIK 1132708 BLUE BELL, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$180,159

-$670,585 QoQ

Shares Held

1,150

-71.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,075

of 2,451 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NORTHSTAR ASSET MANAGEMENT Co holds $1,847,177 across 5 Software - Application names. CRM ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	6,290	$1,289,575
2	NOW	ServiceNow, Inc.	2,075	$206,006
3	CRM	Salesforce, Inc. This page	1,150	$180,159
4	ADP	Automatic Data Processing Inc	700	$156,765
5	ZM	Zoom Communications, Inc.	170	$14,672

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180,159	1,150	-71.4%	Shares	Sole	2026-07-27
2023-06-30	$850,744	4,027	-9.9%	Shares	Sole	2023-07-28
2023-03-31	$892,816	4,469	-21.8%	Shares	Sole	2023-04-24
2022-12-31	$758,016	5,717	-27.2%	Shares	Sole	2023-01-27
2022-09-30	$1,129,430	7,852	-6.3%	Shares	Sole	2022-10-19
2022-06-30	$1,383,364	8,382	-9.3%	Shares	Sole	2022-07-20
2022-03-31	$1,962,685	9,244	-5.7%	Shares	Sole	2022-04-26
2021-12-31	$2,490,219	9,799	+1.4%	Shares	Sole	2022-02-03
2021-09-30	$2,619,984	9,660	-1.7%	Shares	Sole	2021-10-29
2021-06-30	$2,401,173	9,830	-0.2%	Shares	Sole	2021-08-11
2021-03-31	$2,085,859	9,845	+26.1%	Shares	Sole	2021-04-21
2020-12-31	$1,737,959	7,810	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.