NORTHSTAR ASSET MANAGEMENT INC

Position in CRM — Salesforce, Inc.

CIK 869304 Boston, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,559,550

-$2,162,836 QoQ

Shares Held

9,955

-50.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,043

of 2,451 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Technology · as of Jun 30, 2026

NORTHSTAR ASSET MANAGEMENT INC holds $20,886,274 across 5 Software - Application names. CRM ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	35,000	$7,838,250
2	DDOG	Datadog, Inc.	28,529	$7,427,810
3	INTU	Intuit Inc.	11,443	$2,986,623
4	CRM	Salesforce, Inc. This page	9,955	$1,559,550
5	ZM	Zoom Communications, Inc.	12,444	$1,074,041

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,559,550	9,955	-50.1%	Shares	Sole	2026-07-28
2026-03-31	$3,722,386	19,941	-35.8%	Shares	Sole	2026-05-13
2025-12-31	$8,234,462	31,084	-5.7%	Shares	Sole	2026-02-12
2025-09-30	$7,814,127	32,971	+0.7%	Shares	Sole	2025-10-30
2025-06-30	$8,928,143	32,741	-33.5%	Shares	Sole	2025-07-31
2023-12-31	$12,948,593	49,208	-0.6%	Shares	Sole	2024-02-09
2023-09-30	$10,039,637	49,510	-0.2%	Shares	Sole	2023-11-08
2023-06-30	$10,476,383	49,590	-13.6%	Shares	Sole	2023-08-03
2023-03-31	$11,461,378	57,370	+8.3%	Shares	Sole	2023-04-28
2022-12-31	$7,021,303	52,955	+2.1%	Shares	Sole	2023-02-08
2022-09-30	$7,461,556	51,874	-2.4%	Shares	Sole	2023-05-15
2022-06-30	$8,769,895	53,138	-0.7%	Shares	Sole	2023-05-15
2022-03-31	$11,356,359	53,487	+8.9%	Shares	Sole	2023-05-15
2021-12-31	$12,479,307	49,106	+1.1%	Shares	Sole	2023-05-15
2021-09-30	$13,172,884	48,569	+4.8%	Shares	Sole	2023-05-15
2021-06-30	$11,319,960	46,342	+8.4%	Shares	Sole	2023-05-15
2021-03-31	$9,055,535	42,741	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.