NICHOLS & PRATT ADVISERS LLP /MA

Position in CRM — Salesforce, Inc.

CIK 1141781 BOSTON, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$259,585

-$178,528 QoQ

Shares Held

1,657

-29.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,926

of 2,457 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 64% Shared 36% None 0%

Technology · as of Jun 30, 2026

NICHOLS & PRATT ADVISERS LLP /MA holds $80,956,340 across 5 Software - Application names. CRM ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	297,574	$66,641,696
2	INTU	Intuit Inc.	50,999	$13,310,739
3	SHOP	Shopify Inc.	4,664	$532,535
4	CRM	Salesforce, Inc. This page	1,657	$259,585
5	ADBE	Adobe Inc.	1,033	$211,785

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,585	1,657	-29.4%	Shares	Sole	2026-08-05
2026-03-31	$438,113	2,347	-25.4%	Shares	Sole	2026-04-29
2025-12-31	$833,670	3,147	+1.0%	Shares	Sole	2026-01-29
2025-09-30	$738,255	3,115	0.0%	Shares	Sole	2025-11-04
2025-06-30	$849,428	3,115	+34.6%	Shares	Sole	2025-08-05
2025-03-31	$621,252	2,315	-16.0%	Shares	Sole	2025-04-29
2024-12-31	$921,078	2,755	-1.8%	Shares	Other	2025-02-05
2024-09-30	$767,756	2,805	+89.5%	Shares	Sole	2024-10-25
2024-06-30	$380,508	1,480	0.0%	Shares	Sole	2024-07-25
2024-03-31	$445,746	1,480	0.0%	Shares	Sole	2024-04-29
2023-12-31	$389,447	1,480	0.0%	Shares	Sole	2024-02-07
2023-09-30	$300,114	1,480	-62.8%	Shares	Sole	2023-11-09
2023-06-30	$840,814	3,980	+168.9%	Shares	Sole	2023-08-02
2023-03-31	$295,674	1,480	+45.1%	Shares	Sole	2023-05-03
2022-03-31	$216,566	1,020	0.0%	Shares	Sole	2022-05-10
2021-12-31	$259,212	1,020	-35.0%	Shares	Sole	2022-02-08
2021-09-30	$425,815	1,570	+24.1%	Shares	Sole	2021-11-01
2021-06-30	$309,001	1,265	0.0%	Shares	Sole	2021-08-09
2021-03-31	$268,015	1,265	0.0%	Shares	Sole	2021-05-11
2020-12-31	$281,499	1,265	+8.6%	Shares	Sole	2021-02-08
2020-09-30	$292,787	1,165	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.