GRANDFIELD & DODD, LLC

Position in CRM — Salesforce, Inc.

CIK 1308016 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$260,995

-$50,557 QoQ

Shares Held

1,666

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,915

of 2,451 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Technology · as of Jun 30, 2026

GRANDFIELD & DODD, LLC holds $72,697,741 across 5 Software - Application names. CRM ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	417,092	$41,012,656
2	ADSK	Autodesk, Inc.	147,312	$28,640,399
3	ADBE	Adobe Inc.	7,347	$1,506,281
4	ADP	Automatic Data Processing Inc	5,704	$1,277,410
5	CRM	Salesforce, Inc. This page	1,666	$260,995

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,995	1,666	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$311,552	1,669	-11.6%	Shares	Sole	2026-05-07
2025-12-31	$500,414	1,889	+18.9%	Shares	Sole	2026-02-10
2025-09-30	$376,593	1,589	+3.4%	Shares	Sole	2025-10-30
2025-06-30	$419,124	1,537	+12.4%	Shares	Sole	2025-08-08
2025-03-31	$366,848	1,367	+0.2%	Shares	Sole	2025-05-02
2024-12-31	$456,026	1,364	-6.8%	Shares	Sole	2025-02-06
2024-09-30	$400,711	1,464	-0.5%	Shares	Sole	2024-11-08
2024-06-30	$378,194	1,471	0.0%	Shares	Sole	2024-08-09
2024-03-31	$443,035	1,471	+0.5%	Shares	Sole	2024-05-06
2023-12-31	$385,236	1,464	0.0%	Shares	Sole	2024-01-31
2023-09-30	$296,869	1,464	-1.3%	Shares	Sole	2023-10-26
2023-06-30	$313,509	1,484	+2.5%	Shares	Sole	2023-08-08
2023-03-31	$289,281	1,448	-2.9%	Shares	Sole	2023-04-28
2022-09-30	$214,465	1,491	0.0%	Shares	Sole	2022-11-04
2022-06-30	$246,074	1,491	+0.7%	Shares	Sole	2022-08-01
2022-03-31	$314,445	1,481	0.0%	Shares	Sole	2022-04-19
2021-12-31	$376,366	1,481	0.0%	Shares	Sole	2022-02-08
2021-09-30	$401,676	1,481	+13.0%	Shares	Sole	2021-10-28
2021-06-30	$320,237	1,311	+0.2%	Shares	Sole	2021-07-28
2021-03-31	$277,337	1,309	+1.6%	Shares	Sole	2021-04-22
2020-12-31	$286,841	1,289	0.0%	Shares	Sole	2021-01-29
2020-09-30	$323,951	1,289	0.0%	Shares	Sole	2020-11-03
2020-06-30	$241,468	1,289	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.