Caldwell Trust Co

Bank

Position in CRM — Salesforce, Inc.

CIK 2080218 Venice, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,678,768

-$893,171 QoQ

Shares Held

10,716

-22.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,010

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

Caldwell Trust Co holds $8,184,204 across 14 Software - Application names. CRM ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	11,075	$2,480,246
2	PAYX	Paychex Inc	18,036	$1,773,479
3	CRM	Salesforce, Inc. This page	10,716	$1,678,768
4	SNOW	Snowflake Inc.	3,000	$763,500
5	UBER	Uber Technologies, Inc	4,476	$322,988
6	ADBE	Adobe Inc.	1,558	$319,420
7	ROP	Roper Technologies Inc	675	$228,412
8	INTU	Intuit Inc.	853	$222,633

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,678,768	10,716	-22.2%	Shares	Sole	2026-08-03
2026-03-31	$2,571,939	13,778	-5.5%	Shares	Sole	2026-04-22
2025-12-31	$3,860,533	14,573	-14.3%	Shares	Sole	2026-01-30
2025-09-30	$4,029,711	17,003	-5.8%	Shares	Sole	2025-10-23
2025-06-30	$4,921,236	18,047	-0.9%	Shares	Sole	2025-09-22
2025-03-31	$4,887,640	18,213	+1.7%	Shares	Sole	2025-09-23
2024-12-31	$5,987,850	17,910	+0.4%	Shares	Sole	2025-09-24
2024-09-30	$4,883,260	17,841	-2.8%	Shares	Sole	2025-09-24
2024-06-30	$4,718,299	18,352	-5.1%	Shares	Sole	2025-09-24
2024-03-31	$5,822,712	19,333	+3.4%	Shares	Sole	2025-09-24
2023-12-31	$4,918,876	18,693	-0.8%	Shares	Sole	2025-10-01
2023-09-30	$3,821,186	18,844	-3.4%	Shares	Sole	2025-10-01
2023-06-30	$4,123,161	19,517	-5.0%	Shares	Sole	2025-10-01
2023-03-31	$4,105,479	20,550	-6.4%	Shares	Sole	2025-10-01
2022-12-31	$2,910,748	21,953	-5.6%	Shares	Sole	2025-10-01
2022-09-30	$3,344,999	23,255	-1.0%	Shares	Sole	2025-10-01
2022-06-30	$3,877,779	23,496	-0.6%	Shares	Sole	2025-10-02
2022-03-31	$5,016,484	23,627	+1.3%	Shares	Sole	2025-10-02
2021-12-31	$5,927,582	23,325	+2.5%	Shares	Sole	2025-10-02
2021-09-30	$6,170,526	22,751	+5.9%	Shares	Sole	2025-10-02
2021-06-30	$5,247,408	21,482	-1.8%	Shares	Sole	2025-10-02
2021-03-31	$4,636,774	21,885	+4.6%	Shares	Sole	2025-10-02
2020-12-31	$4,655,327	20,920	+0.2%	Shares	Sole	2025-10-02
2020-09-30	$5,248,818	20,885	-4.3%	Shares	Sole	2025-10-02
2020-06-30	$4,088,664	21,826	-0.6%	Shares	Sole	2025-10-02
2020-03-31	$3,162,520	21,965	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.