LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in CRM — Salesforce, Inc.
CIK 932974
BOSTON, MA
Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,067,519
-$15,983,230 QoQ
Shares Held
51,497
-60.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#511
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $728,455,283 across 19 Software - Application names. CRM ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
1,040,089 | $271,463,229 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,746,805 | $173,422,800 | |
| 3 | ADP |
Automatic Data Processing Inc
|
601,164 | $134,630,676 | |
| 4 | PAYC |
Paycom Software, Inc.
|
726,250 | $91,275,099 | |
| 5 | ADBE |
Adobe Inc.
|
169,554 | $34,761,961 | |
| 6 | ROP |
Roper Technologies Inc
|
24,177 | $8,181,255 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
51,497 | $8,067,519 | |
| 8 | PAYX |
Paychex Inc
|
27,364 | $2,690,702 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,067,519 | 51,497 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $24,050,749 | 128,841 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $42,571,036 | 160,700 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $48,380,232 | 204,136 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $86,742,961 | 318,101 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $85,414,693 | 318,284 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $106,764,941 | 319,340 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $88,679,849 | 323,992 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $115,654,634 | 449,843 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $136,992,625 | 454,853 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $123,637,116 | 469,853 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $96,183,825 | 474,326 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $105,767,741 | 500,652 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $108,785,802 | 544,528 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $74,964,130 | 565,383 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $93,525,342 | 650,204 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $113,592,245 | 688,271 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $146,263,000 | 688,880 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $173,755,033 | 683,725 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $184,192,010 | 679,124 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $164,382,961 | 672,956 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $140,752,655 | 664,335 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $144,776,236 | 650,592 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $163,709,344 | 651,398 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $118,431,335 | 632,207 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $89,248,018 | 619,864 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||