CAPE ANN SAVINGS BANK

Bank

Position in CRM — Salesforce, Inc.

CIK 936938 GLOUCESTER, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$322,562

-$82,325 QoQ

Shares Held

2,059

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,802

of 2,451 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CAPE ANN SAVINGS BANK holds $2,225,926 across 3 Software - Application names. CRM ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	4,433	$1,663,793
2	CRM	Salesforce, Inc. This page	2,059	$322,562
3	UBER	Uber Technologies, Inc	3,320	$239,571

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,562	2,059	-5.1%	Shares	Sole	2026-08-04
2026-03-31	$404,887	2,169	0.0%	Shares	Sole	2026-04-27
2025-12-31	$574,589	2,169	+12.2%	Shares	Sole	2026-01-28
2025-09-30	$458,358	1,934	—	Shares	Sole	2025-10-15
No filing history on record for this holder in this stock.