Laird Norton Wetherby Trust Company, LLC
BankPosition in CRM — Salesforce, Inc.
CIK 723204
Seattle, WA
Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,423,098
-$2,570,110 QoQ
Shares Held
34,617
-19.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#621
of 2,451 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $55,734,086 across 25 Software - Application names. CRM ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
24,174 | $6,309,414 | |
| 2 | SAP |
Sap SE
|
35,972 | $5,543,644 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
34,617 | $5,423,098 | |
| 4 | ADP |
Automatic Data Processing Inc
|
22,606 | $5,062,613 | |
| 5 | SHOP |
Shopify Inc.
|
40,282 | $4,599,398 | |
| 6 | NOW |
ServiceNow, Inc.
|
43,953 | $4,363,652 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
10,480 | $3,933,353 | |
| 8 | UBER |
Uber Technologies, Inc
|
44,928 | $3,242,003 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,423,098 | 34,617 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,993,208 | 42,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,004,396 | 45,315 | Shares | Other | 2026-02-17 | |
| 2022-03-31 | $233,976 | 1,102 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||