Stonebridge Capital Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1600035 ST PAUL, MN

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,917,557

-$1,850,128 QoQ

Shares Held

56,923

-1.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#494

of 2,451 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Stonebridge Capital Advisors LLC holds $18,677,936 across 3 Software - Application names. CRM ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	56,923	$8,917,557
2	NOW	ServiceNow, Inc.	85,398	$8,478,313
3	UBER	Uber Technologies, Inc	17,767	$1,282,066

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,917,557	56,923	-1.3%	Shares	Sole	2026-08-12
2026-03-31	$10,767,685	57,683	+1.7%	Shares	Sole	2026-05-14
2025-12-31	$15,019,072	56,695	+2.8%	Shares	Sole	2026-02-12
2025-09-30	$13,068,180	55,140	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$14,887,783	54,596	+0.6%	Shares	Sole	2025-08-15
2025-03-31	$14,565,239	54,275	+3.5%	Shares	Sole	2025-05-14
2024-12-31	$17,528,921	52,430	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$14,422,601	52,693	+10.0%	Shares	Sole	2024-11-14
2024-06-30	$12,312,004	47,888	+12.4%	Shares	Sole	2024-08-14
2024-03-31	$12,830,268	42,600	+5.2%	Shares	Sole	2024-05-14
2023-12-31	$10,657,696	40,502	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$8,114,647	40,017	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$8,395,261	39,739	+2.4%	Shares	Sole	2023-08-23
2023-03-31	$7,749,466	38,790	+3.5%	Shares	Sole	2023-05-12
2022-12-31	$4,969,075	37,477	+7.8%	Shares	Sole	2023-02-14
2022-09-30	$5,000,597	34,765	+15.6%	Shares	Sole	2022-11-14
2022-06-30	$4,964,238	30,079	+640.5%	Shares	Sole	2022-08-12
2022-03-31	$862,443	4,062	+43.4%	Shares	Sole	2022-05-13
2021-12-31	$719,950	2,833	+15.7%	Shares	Sole	2022-02-14
2021-09-30	$663,946	2,448	+576.2%	Shares	Sole	2021-11-15
2021-06-30	$88,425	362	0.0%	Shares	Sole	2021-08-16
2021-03-31	$76,696	362	+80.1%	Shares	Sole	2021-05-14
2020-06-30	$37,653	201	0.0%	Shares	Sole	2020-08-13
2020-03-31	$28,939	201	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.