Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$842,047
-$370,374 QoQ
Shares Held
5,375
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,304
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Birch Hill Investment Advisors LLC holds $16,948,037 across 8 Software - Application names. CRM ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
106,993 | $7,720,614 | |
| 2 | ADP |
Automatic Data Processing Inc
|
26,263 | $5,881,598 | |
| 3 | ROP |
Roper Technologies Inc
|
2,970 | $1,005,018 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
5,375 | $842,047 | |
| 5 | INTU |
Intuit Inc.
|
2,115 | $552,015 | |
| 6 | ADBE |
Adobe Inc.
|
1,667 | $341,768 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,125 | $310,250 | |
| 8 | DDOG |
Datadog, Inc.
|
1,132 | $294,727 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,047 | 5,375 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,212,421 | 6,495 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,223,124 | 8,392 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,187,984 | 9,232 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,626,550 | 9,632 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,822,342 | 10,517 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,454,966 | 10,334 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,079,511 | 11,251 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,917,056 | 11,346 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,428,633 | 11,384 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,408,452 | 12,953 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,670,207 | 13,168 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,038,763 | 14,384 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,991,505 | 14,974 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,984,076 | 14,964 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,982,090 | 20,732 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,992,977 | 24,194 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,031,532 | 18,988 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,175,864 | 16,432 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,353,623 | 16,052 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $4,006,516 | 16,402 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,333,138 | 15,732 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,096,950 | 13,917 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,973,618 | 11,832 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,268,940 | 12,112 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,718,401 | 11,935 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||