CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in CRM — Salesforce, Inc.

CIK 1074266 CANANDAIGUA, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,334,234

-$1,130,258 QoQ

Shares Held

14,900

+13.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#888

of 2,451 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $14,454,826 across 9 Software - Application names. CRM ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	53,736	$5,283,860
2	CRM	Salesforce, Inc. This page	14,900	$2,334,234
3	ADP	Automatic Data Processing Inc	7,026	$1,573,472
4	NOW	ServiceNow, Inc.	14,848	$1,474,109
5	ADSK	Autodesk, Inc.	6,301	$1,225,040
6	ADBE	Adobe Inc.	5,233	$1,072,869
7	SHOP	Shopify Inc.	6,416	$732,578
8	SAP	Sap SE	3,522	$542,775

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,334,234	14,900	+13.9%	Shares	Sole	2026-07-07
2025-12-31	$3,464,492	13,078	+9.2%	Shares	Sole	2026-01-30
2025-09-30	$2,838,075	11,975	+5.1%	Shares	Sole	2025-10-07
2025-06-30	$3,108,393	11,399	-2.3%	Shares	Sole	2025-07-08
2025-03-31	$3,132,029	11,671	+3.0%	Shares	Sole	2025-04-25
2024-12-31	$3,788,627	11,332	+3.1%	Shares	Sole	2025-01-06
2024-09-30	$3,007,525	10,988	-32.1%	Shares	Sole	2024-10-03
2024-06-30	$4,163,477	16,194	-5.1%	Shares	Sole	2024-07-11
2024-03-31	$5,137,227	17,057	-5.3%	Shares	Sole	2024-04-01
2023-12-31	$4,739,677	18,012	+8.2%	Shares	Sole	2024-01-04
2023-09-30	$3,376,692	16,652	+10.6%	Shares	Sole	2023-10-10
2023-06-30	$3,179,463	15,050	-18.2%	Shares	Sole	2023-07-03
2023-03-31	$3,676,950	18,405	+12.0%	Shares	Sole	2023-04-11
2020-03-31	$2,366,023	16,433	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.