United Bank

Bank

Position in CRM — Salesforce, Inc.

CIK 1697791 Zebulon, GA

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,765,714

-$307,256 QoQ

Shares Held

11,271

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#995

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

United Bank holds $2,498,322 across 3 Software - Application names. CRM ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	11,271	$1,765,714
2	INTU	Intuit Inc.	1,675	$437,175
3	ADBE	Adobe Inc.	1,441	$295,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,765,714	11,271	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$2,072,970	11,105	-7.1%	Shares	Sole	2026-05-01
2025-12-31	$3,165,674	11,950	+2.8%	Shares	Sole	2026-02-05
2025-09-30	$2,753,940	11,620	+13.9%	Shares	Sole	2025-11-12
2025-06-30	$2,780,892	10,198	+5.2%	Shares	Sole	2025-07-29
2025-03-31	$2,602,555	9,698	+17.3%	Shares	Sole	2025-05-06
2024-12-31	$2,764,240	8,268	+13.2%	Shares	Sole	2025-02-12
2024-09-30	$1,998,904	7,303	+1.1%	Shares	Sole	2024-11-01
2024-06-30	$1,858,061	7,227	-12.0%	Shares	Sole	2024-07-23
2024-03-31	$2,473,892	8,214	-1.3%	Shares	Sole	2024-05-10
2023-12-31	$2,188,798	8,318	-3.1%	Shares	Sole	2024-02-13
2023-09-30	$1,740,460	8,583	-2.0%	Shares	Sole	2023-10-27
2023-06-30	$1,850,848	8,761	-8.0%	Shares	Sole	2023-08-07
2023-03-31	$1,903,104	9,526	-8.1%	Shares	Sole	2023-05-12
2022-12-31	$1,374,030	10,363	+20.5%	Shares	Sole	2023-02-10
2022-09-30	$1,236,592	8,597	-12.3%	Shares	Sole	2022-11-10
2022-06-30	$1,617,226	9,799	+24.8%	Shares	Sole	2022-08-05
2022-03-31	$1,666,924	7,851	-9.1%	Shares	Sole	2022-05-09
2021-12-31	$2,194,666	8,636	+17.9%	Shares	Sole	2022-02-11
2021-09-30	$1,986,957	7,326	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$1,820,788	7,454	+1.0%	Shares	Sole	2021-07-26
2021-03-31	$1,564,236	7,383	-4.8%	Shares	Sole	2021-05-12
2020-12-31	$1,725,275	7,753	+4.5%	Shares	Sole	2021-02-11
2020-09-30	$1,865,045	7,421	-7.3%	Shares	Sole	2020-11-10
2020-06-30	$1,499,389	8,004	+6.6%	Shares	Sole	2020-08-05
2020-03-31	$1,081,145	7,509	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.