Heartland Bank & Trust Co

Bank

Position in CRM — Salesforce, Inc.

CIK 1866040 BLOOMINGTON, IL

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$896,878

-$187,861 QoQ

Shares Held

5,725

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,276

of 2,457 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Heartland Bank & Trust Co holds $3,628,323 across 6 Software - Application names. CRM ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	4,865	$1,089,515
2	CRM	Salesforce, Inc. This page	5,725	$896,878
3	FICO	Fair Isaac Corp	461	$550,793
4	NOW	ServiceNow, Inc.	4,607	$457,382
5	UBER	Uber Technologies, Inc	5,771	$416,435
6	ADBE	Adobe Inc.	1,060	$217,320

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$896,878	5,725	-1.5%	Shares	Sole	2026-08-12
2026-03-31	$1,084,739	5,811	+343.9%	Shares	Sole	2026-05-06
2025-12-31	$346,767	1,309	-77.5%	Shares	Sole	2026-02-03
2025-09-30	$1,376,259	5,807	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$1,585,965	5,816	-2.8%	Shares	Sole	2025-07-25
2025-03-31	$1,605,061	5,981	+117.2%	Shares	Sole	2025-04-22
2024-12-31	$920,744	2,754	+36.7%	Shares	Sole	2025-01-22
2024-09-30	$551,251	2,014	-6.1%	Shares	Sole	2024-10-22
2024-06-30	$551,222	2,144	-64.5%	Shares	Sole	2024-08-21
2024-03-31	$1,816,717	6,032	—	Shares	Sole	2024-05-17
No filing history on record for this holder in this stock.