Minot DeBlois Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1475933 Boston, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$682,724

-$135,077 QoQ

Shares Held

4,358

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,412

of 2,451 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Minot DeBlois Advisors LLC holds $2,859,238 across 5 Software - Application names. CRM ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	6,242	$1,397,895
2	CRM	Salesforce, Inc. This page	4,358	$682,724
3	NOW	ServiceNow, Inc.	4,330	$429,882
4	ADBE	Adobe Inc.	1,574	$322,701
5	DDOG	Datadog, Inc.	100	$26,036

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,724	4,358	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$817,801	4,381	+2.6%	Shares	Sole	2026-05-08
2025-12-31	$1,131,430	4,271	+1.6%	Shares	Sole	2026-02-13
2025-09-30	$996,585	4,205	+6.6%	Shares	Sole	2025-11-13
2025-06-30	$1,075,762	3,945	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$1,047,945	3,905	-5.2%	Shares	Sole	2025-05-15
2024-12-31	$1,377,439	4,120	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.