Heritage Trust Co

Bank

Position in CRM — Salesforce, Inc.

CIK 1706028 OKLAHOMA CITY, OK

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$677,554

-$226,861 QoQ

Shares Held

4,325

-10.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,421

of 2,451 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Heritage Trust Co holds $10,939,503 across 6 Software - Application names. CRM ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	33,209	$7,437,155
2	NOW	ServiceNow, Inc.	18,231	$1,809,972
3	CRM	Salesforce, Inc. This page	4,325	$677,554
4	PAYX	Paychex Inc	4,043	$397,548
5	INTU	Intuit Inc.	1,263	$329,643
6	ROP	Roper Technologies Inc	850	$287,631

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,554	4,325	-10.7%	Shares	Sole	2026-08-06
2026-03-31	$904,415	4,845	-38.7%	Shares	Sole	2026-05-13
2025-12-31	$2,095,438	7,910	-2.2%	Shares	Sole	2026-02-10
2025-09-30	$1,917,567	8,091	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$2,190,245	8,032	+2.0%	Shares	Other	2025-08-12
2025-03-31	$2,113,602	7,876	+19.2%	Shares	Other	2025-05-09
2024-12-31	$2,208,917	6,607	-1.7%	Shares	Other	2025-02-13
2024-06-30	$1,727,711	6,720	+2.9%	Shares	Other	2024-08-12
2024-03-31	$1,966,102	6,528	-2.6%	Shares	Other	2024-05-10
2023-12-31	$1,764,090	6,704	+0.7%	Shares	Other	2024-02-09
2023-09-30	$1,350,514	6,660	-3.2%	Shares	Other	2023-11-08
2023-06-30	$1,453,468	6,880	+4.9%	Shares	Other	2023-08-11
2023-03-31	$1,309,957	6,557	-12.1%	Shares	Other	2023-05-12
2022-12-31	$988,723	7,457	+11.1%	Shares	Other	2023-02-10
2022-09-30	$965,309	6,711	+1.6%	Shares	Other	2022-11-10
2022-06-30	$1,090,254	6,606	+15.4%	Shares	Other	2022-08-11
2022-03-31	$1,215,744	5,726	-0.0%	Shares	Other	2022-05-11
2021-12-31	$1,455,656	5,728	-1.1%	Shares	Other	2022-02-09
2021-09-30	$1,571,448	5,794	+6.6%	Shares	Other	2021-11-09
2021-06-30	$1,327,607	5,435	-1.6%	Shares	Other	2021-08-09
2021-03-31	$1,169,945	5,522	-8.3%	Shares	Other	2021-05-12
2020-12-31	$1,339,852	6,021	-0.8%	Shares	Other	2021-02-11
2020-09-30	$1,525,763	6,071	-14.4%	Shares	Other	2020-11-13
2020-06-30	$1,328,919	7,094	+223.3%	Shares	Other	2020-08-04
2020-03-31	$315,892	2,194	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.