FLAGSHIP HARBOR ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1691766 BOSTON, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,202,365

-$269,154 QoQ

Shares Held

7,675

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,140

of 2,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $13,031,445 across 9 Software - Application names. CRM ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	44,150	$5,041,047
2	UBER	Uber Technologies, Inc	25,518	$1,841,378
3	NOW	ServiceNow, Inc.	16,245	$1,612,803
4	ADBE	Adobe Inc.	6,435	$1,319,303
5	CRM	Salesforce, Inc. This page	7,675	$1,202,365
6	INTU	Intuit Inc.	4,027	$1,051,047
7	PAYX	Paychex Inc	3,803	$373,948
8	ADP	Automatic Data Processing Inc	1,635	$366,158

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,202,365	7,675	-2.6%	Shares	Sole	2026-07-22
2026-03-31	$1,471,519	7,883	-30.0%	Shares	Sole	2026-04-28
2025-12-31	$2,982,091	11,257	-32.4%	Shares	Sole	2026-01-21
2025-09-30	$3,946,524	16,652	-9.4%	Shares	Sole	2025-11-05
2025-06-30	$5,010,678	18,375	+70.7%	Shares	Sole	2025-08-04
2025-03-31	$2,888,358	10,763	+3.9%	Shares	Sole	2025-04-22
2024-12-31	$3,464,327	10,362	+8.4%	Shares	Sole	2025-01-21
2024-09-30	$2,615,299	9,555	-3.4%	Shares	Sole	2024-10-21
2024-06-30	$2,544,004	9,895	+8.7%	Shares	Sole	2025-12-02
2024-03-31	$2,741,942	9,104	-4.5%	Shares	Sole	2024-04-16
2023-12-31	$2,508,513	9,533	-7.7%	Shares	Sole	2024-01-10
2023-09-30	$2,093,297	10,323	-0.9%	Shares	Sole	2023-10-17
2023-06-30	$2,201,540	10,421	-20.1%	Shares	Sole	2023-07-11
2023-03-31	$2,604,931	13,039	-13.0%	Shares	Sole	2023-04-12
2022-12-31	$1,988,054	14,994	+12.5%	Shares	Sole	2023-01-13
2022-09-30	$1,917,099	13,328	+3.7%	Shares	Sole	2022-10-13
2022-06-30	$2,121,589	12,855	+20.9%	Shares	Sole	2022-07-13
2022-03-31	$2,257,810	10,634	+21.6%	Shares	Sole	2022-04-13
2021-12-31	$2,221,604	8,742	+4.8%	Shares	Sole	2022-02-17
2021-09-30	$2,263,059	8,344	0.0%	Shares	Sole	2021-11-01
2021-06-30	$2,038,188	8,344	+0.2%	Shares	Sole	2021-07-26
2021-03-31	$1,763,605	8,324	+21.7%	Shares	Sole	2021-05-03
2020-12-31	$1,522,550	6,842	+51.7%	Shares	Sole	2021-02-08
2020-09-30	$1,133,201	4,509	+18.3%	Shares	Sole	2020-10-13
2020-06-30	$713,914	3,811	+4.0%	Shares	Sole	2020-07-31
2020-03-31	$527,398	3,663	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.