Ipswich Investment Management Co., Inc.

Position in CRM — Salesforce, Inc.

CIK 1463753 BEVERLY, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$339,638

-$101,836 QoQ

Shares Held

2,168

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,775

of 2,451 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ipswich Investment Management Co., Inc. holds $3,286,346 across 4 Software - Application names. CRM ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,123	$1,595,195
2	FICO	Fair Isaac Corp	916	$1,094,418
3	CRM	Salesforce, Inc. This page	2,168	$339,638
4	ADBE	Adobe Inc.	1,254	$257,095

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,638	2,168	-8.3%	Shares	Sole	2026-07-16
2026-03-31	$441,474	2,365	-45.3%	Shares	Sole	2026-04-10
2025-12-31	$1,145,470	4,324	+1.0%	Shares	Sole	2026-01-16
2025-09-30	$1,015,071	4,283	+2.7%	Shares	Sole	2025-10-08
2025-06-30	$1,137,117	4,170	+12.8%	Shares	Sole	2025-07-16
2025-03-31	$992,395	3,698	+3.4%	Shares	Sole	2025-04-16
2024-12-31	$1,196,232	3,578	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$982,618	3,590	-1.4%	Shares	Sole	2024-11-06
2024-06-30	$935,844	3,640	+0.9%	Shares	Sole	2024-07-16
2024-03-31	$1,086,958	3,609	+1.4%	Shares	Sole	2024-04-19
2023-12-31	$936,515	3,559	-0.3%	Shares	Sole	2024-01-31
2023-09-30	$723,924	3,570	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$760,747	3,601	-0.6%	Shares	Sole	2023-07-27
2023-03-31	$723,403	3,621	-9.1%	Shares	Sole	2023-04-24
2022-12-31	$527,973	3,982	-16.0%	Shares	Sole	2023-02-01
2022-09-30	$681,657	4,739	-4.6%	Shares	Sole	2022-10-11
2022-06-30	$820,083	4,969	+45.7%	Shares	Sole	2022-07-26
2022-03-31	$724,011	3,410	-50.1%	Shares	Sole	2022-04-25
2021-12-31	$1,737,740	6,838	+10.8%	Shares	Sole	2022-01-24
2021-09-30	$1,674,241	6,173	—	Shares	Sole	2021-10-07
No filing history on record for this holder in this stock.