BTC Capital Management, Inc.

Position in CRM — Salesforce, Inc.

CIK 1611848 DES MOINES, IA

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,250,145

-$106,945 QoQ

Shares Held

7,980

+9.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,127

of 2,451 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Technology · as of Jun 30, 2026

BTC Capital Management, Inc. holds $6,258,237 across 5 Software - Application names. CRM ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	34,940	$2,521,268
2	NOW	ServiceNow, Inc.	17,667	$1,753,978
3	CRM	Salesforce, Inc. This page	7,980	$1,250,145
4	INTU	Intuit Inc.	1,617	$422,037
5	ADBE	Adobe Inc.	1,516	$310,809

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,250,145	7,980	+9.8%	Shares	Defined	2026-07-16
2026-03-31	$1,357,090	7,270	+91.1%	Shares	Defined	2026-04-20
2025-12-31	$1,007,716	3,804	+11.1%	Shares	Sole	2026-01-15
2025-09-30	$811,725	3,425	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.