Abbot Financial Management, Inc.

Position in CRM — Salesforce, Inc.

CIK 1714341 ANDOVER, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$503,505

-$116,052 QoQ

Shares Held

3,214

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,569

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Abbot Financial Management, Inc. holds $2,137,553 across 3 Software - Application names. CRM ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	13,254	$1,513,341
2	CRM	Salesforce, Inc. This page	3,214	$503,505
3	CXM	Sprinklr, Inc.	23,393	$120,707

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,505	3,214	-3.2%	Shares	Sole	2026-08-06
2026-03-31	$619,557	3,319	0.0%	Shares	Sole	2026-05-13
2025-12-31	$879,236	3,319	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$780,678	3,294	+5.5%	Shares	Sole	2025-11-10
2025-06-30	$851,610	3,123	+13.6%	Shares	Sole	2025-08-14
2025-03-31	$737,453	2,748	-1.8%	Shares	Sole	2025-05-07
2024-12-31	$935,455	2,798	0.0%	Shares	Sole	2025-02-06
2024-09-30	$765,840	2,798	+18.2%	Shares	Sole	2024-11-08
2024-06-30	$608,812	2,368	0.0%	Shares	Sole	2024-08-09
2024-03-31	$713,194	2,368	0.0%	Shares	Sole	2024-05-13
2023-12-31	$623,115	2,368	0.0%	Shares	Sole	2024-02-09
2023-09-30	$480,183	2,368	-9.5%	Shares	Sole	2023-11-13
2023-06-30	$553,078	2,618	-5.4%	Shares	Sole	2023-08-14
2023-03-31	$552,991	2,768	0.0%	Shares	Sole	2023-05-15
2022-12-31	$367,009	2,768	-59.6%	Shares	Sole	2023-02-09
2022-09-30	$984,440	6,844	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,129,533	6,844	+1.9%	Shares	Sole	2022-08-09
2022-03-31	$1,426,578	6,719	+2.4%	Shares	Sole	2022-05-12
2021-12-31	$1,667,346	6,561	+0.9%	Shares	Sole	2022-02-15
2021-09-30	$1,762,930	6,500	+0.7%	Shares	Sole	2021-11-04
2021-06-30	$1,576,030	6,452	+4.6%	Shares	Sole	2021-08-05
2021-03-31	$1,306,602	6,167	+30.7%	Shares	Sole	2021-05-13
2020-12-31	$1,050,119	4,719	+40.5%	Shares	Sole	2021-02-11
2020-09-30	$843,932	3,358	+2.0%	Shares	Sole	2020-10-26
2020-06-30	$616,503	3,291	+0.4%	Shares	Sole	2020-07-22
2020-03-31	$471,966	3,278	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.