Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$426,115
-$380,485 QoQ
Shares Held
2,720
-37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,649
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026VeraBank, N.A. holds $898,649 across 2 Software - Application names. CRM ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,110 | $472,534 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,720 | $426,115 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,115 | 2,720 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $806,600 | 4,321 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $2,643,271 | 9,978 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,388,486 | 10,078 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,837,611 | 10,406 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,908,844 | 7,113 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,406,172 | 7,197 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,971,532 | 7,203 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,867,574 | 7,264 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,202,829 | 7,314 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,095,909 | 7,965 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $1,643,328 | 8,104 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,727,260 | 8,176 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,633,400 | 8,176 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $1,204,181 | 9,082 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $1,304,340 | 9,068 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,507,309 | 9,133 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,920,008 | 9,043 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,298,096 | 9,043 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,440,437 | 8,998 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,197,940 | 8,998 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $1,910,643 | 9,018 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $2,006,775 | 9,018 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,329,484 | 9,269 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,773,827 | 9,469 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,352,547 | 9,394 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||