Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,908,510
-$691,785 QoQ
Shares Held
24,949
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#721
of 2,451 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PIONEER TRUST BANK N A/OR holds $6,482,125 across 2 Software - Application names. CRM ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
24,949 | $3,908,510 | |
| 2 | ADBE |
Adobe Inc.
|
12,553 | $2,573,615 |
All Filings in CRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,908,510 | 24,949 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,600,295 | 24,644 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,578,774 | 24,834 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,921,208 | 24,984 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,658,817 | 24,419 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,519,537 | 24,294 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,284,362 | 24,779 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,568,765 | 23,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,549,503 | 21,585 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,296,167 | 20,905 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,154,911 | 19,590 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,972,754 | 14,660 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,505,859 | 16,595 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,907,797 | 14,555 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||