GRIMES & Co WEALTH MANAGEMENT, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1321993 WESTBOROUGH, MA

Position in ZM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,547,772

+$34,247 QoQ

Shares Held

41,105

-6.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#13

of 93 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,211,096 across 10 Software - Application names. ZM ranks #7 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	72,567	$11,368,345
2	ADP	Automatic Data Processing Inc	31,435	$7,039,868
3	ADBE	Adobe Inc.	32,999	$6,765,454
4	ADSK	Autodesk, Inc.	23,569	$4,582,284
5	PAYX	Paychex Inc	44,471	$4,372,833
6	TEAM	Atlassian Corp	55,062	$4,283,272
7	ZM	Zoom Communications, Inc. This page	41,105	$3,547,772
8	NOW	ServiceNow, Inc.	31,414	$3,118,781

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,547,772	41,105	-6.0%	Shares	Other	2026-07-17
2026-03-31	$3,513,525	43,706	-11.9%	Shares	Sole	2026-04-21
2025-12-31	$4,278,517	49,583	-71.6%	Shares	Sole	2026-02-03
2025-09-30	$14,384,535	174,358	-12.7%	Shares	Sole	2025-10-27
2025-06-30	$15,582,899	199,832	-3.7%	Shares	Sole	2025-07-22
2025-03-31	$15,302,996	207,442	-1.8%	Shares	Sole	2025-04-17
2024-12-31	$17,239,867	211,247	-2.4%	Shares	Sole	2025-01-21
2024-09-30	$15,099,058	216,505	-2.1%	Shares	Sole	2024-10-22
2024-06-30	$13,084,837	221,065	+32.0%	Shares	Sole	2024-07-22
2024-03-31	$10,950,259	167,512	+2.7%	Shares	Sole	2024-04-17
2023-12-31	$11,724,134	163,039	+0.9%	Shares	Sole	2024-01-24
2023-09-30	$11,306,290	161,657	+5.3%	Shares	Sole	2023-10-19
2023-06-30	$10,420,394	153,512	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.