SEC 13F Intelligence

Boston Family Office LLC / CRM

Boston Family Office LLC’s Salesforce Inc Position

Does Boston Family Office LLC own Salesforce Inc (CRM)? Yes84.2K shares worth $16M (+1.05% of its 13F portfolio) as of Q1 2026, down from 89.4K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
84.2K
% of Portfolio
+1.05%
Quarters Held
22
currently held

Position History CRM

Reported value by quarter
Q4 ’20: $13MQ4 ’20Q1 ’21: $13MQ2 ’21: $16MQ3 ’21: $18MQ3 ’21Q4 ’21: $17MQ1 ’22: $17MQ2 ’22: $15MQ2 ’22Q3 ’22: $14MQ4 ’22: $12MQ1 ’23: $17MQ1 ’23Q2 ’23: $18MQ3 ’23: $19MQ4 ’23: $24MQ4 ’23Q1 ’24: $28MQ2 ’24: $23MQ3 ’24: $25MQ3 ’24Q4 ’24: $31MQ1 ’25: $24MQ2 ’25: $25MQ2 ’25Q3 ’25: $21MQ4 ’25: $24MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.2K$16M+1.05%
Q4 202589.4K$24M+1.50%
Q3 202589.2K$21M+1.35%
Q2 202589.9K$25M+1.63%
Q1 202590.0K$24M+1.71%
Q4 202491.3K$31M+2.10%
Q3 202491.6K$25M+1.70%
Q2 202491.0K$23M+1.69%
Q1 202491.4K$28M+1.98%
Q4 202391.2K$24M+1.80%
Q3 202391.4K$19M+1.52%
Q2 202383.4K$18M+1.35%
Q1 202383.0K$17M+1.33%
Q4 202292.1K$12M+1.01%
Q3 2022100.4K$14M+1.28%
Q2 202289.4K$15M+1.23%
Q1 202280.1K$17M+1.21%
Q4 202166.6K$17M+1.10%
Q3 202165.0K$18M+1.28%
Q2 202164.2K$16M+1.12%
Q1 202162.3K$13M+0.98%
Q4 202059.1K$13M+1.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Family Office LLC’s full portfolio or all institutional holders of CRM.