Question 1

Does Loring Wolcott & Coolidge Fiduciary Advisors own CRM stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Loring Wolcott & Coolidge Fiduciary Advisors holds 28,678 shares of CRM (Salesforce), worth $6.6M.

Question 2

How many shares of CRM does Loring Wolcott & Coolidge Fiduciary Advisors own?

Accepted Answer

As of its Q3 2026 13F, Loring Wolcott & Coolidge Fiduciary Advisors holds 28,678 shares of CRM (Salesforce).

Question 3

What is Loring Wolcott & Coolidge Fiduciary Advisors' CRM position worth?

Accepted Answer

As of its Q3 2026 13F, Loring Wolcott & Coolidge Fiduciary Advisors' CRM position is worth $6.6M.

Question 4

Is Loring Wolcott & Coolidge Fiduciary Advisors buying or selling CRM?

Accepted Answer

In Q3 2026, Loring Wolcott & Coolidge Fiduciary Advisors reduced its CRM position by 22,819 shares (-44.3%).

Question 5

When did Loring Wolcott & Coolidge Fiduciary Advisors first buy CRM?

Accepted Answer

Loring Wolcott & Coolidge Fiduciary Advisors already held CRM in its Q1 2019 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	28,678	-44.3%	$6.6M	0.1%	$229.57	0
2026-Q2	Decreased	51,497	-60.0%	$8.1M	0.1%	$156.66	0
2026-Q1	Decreased	128,841	-19.8%	$21.3M	0.2%	$185.72	0
2025-Q4	Decreased	160,700	-21.3%	$36.7M	0.3%	$263.57	0
2025-Q3	Decreased	204,136	-35.8%	$52.1M	0.5%	$235.42	0
2025-Q2	Decreased	318,101	-0.1%	$86.7M	0.8%	$270.40	0
2025-Q1	Decreased	318,284	-0.3%	$79.7M	0.8%	$265.27	0
2024-Q4	Decreased	319,340	-1.4%	$110.8M	1.0%	$330.48	0
2024-Q3	Decreased	323,992	-28.0%	$92.9M	0.8%	$270.25	0
2024-Q2	Decreased	449,843	-1.1%	$115.2M	1.1%	$253.06	0
2024-Q1	Decreased	454,853	-3.2%	$124.5M	1.2%	$296.44	0
2023-Q4	Decreased	469,853	-0.9%	$132.1M	1.3%	$258.66	0
2023-Q3	Decreased	474,326	-5.3%	$98.7M	1.1%	$199.33	0
2023-Q2	Decreased	500,652	-8.1%	$105.8M	1.1%	$207.67	0
2023-Q1	Decreased	544,528	-3.7%	$108.8M	1.2%	$196.38	0
2022-Q4	Decreased	565,383	-13.1%	$75M	0.9%	$130.34	0
2022-Q3	Decreased	650,204	-5.5%	$93.5M	1.2%	$141.39	0
2022-Q2	Decreased	688,271	-0.1%	$113.6M	1.4%	$162.23	0
2022-Q1	Increased	688,880	+0.8%	$146.3M	1.5%	$208.71	48
2021-Q4	Increased	683,725	+0.7%	$173.8M	1.6%	$249.81	48
2021-Q3	Increased	679,124	+0.9%	$184.2M	1.8%	$266.61	48
2021-Q2	Increased	672,956	+1.3%	$164.4M	1.7%	$240.12	48
2021-Q1	Increased	664,335	+2.1%	$140.8M	1.6%	$208.27	49
2020-Q4	Decreased	650,592	-0.1%	$144.8M	1.6%	$218.75	0
2020-Q3	Increased	651,398	+3.0%	$163.7M	2.1%	$247.05	54
2020-Q2	Increased	632,207	+2.0%	$118.4M	1.6%	$184.14	48
2020-Q1	Increased	619,864	+8.0%	$89.2M	1.5%	$141.53	51
2019-Q4	Increased	573,967	+10.5%	$93.4M	1.3%	$159.87	52
2019-Q3	Increased	519,231	+31.2%	$77.1M	1.1%	$145.92	59
2019-Q2	Increased	395,683	+27.3%	$60M	0.9%	$148.89	52
2019-Q1	First report	310,847	-	$49.2M	0.7%	$155.40	0

CRM31 quarters

CRM
31 quarters