Colonial Trust Co / SC

Bank

Position in CRM — Salesforce, Inc.

CIK 1954093 SPARTANBURG, SC

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$248,462

-$50,023 QoQ

Shares Held

1,586

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,937

of 2,443 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Colonial Trust Co / SC holds $4,225,650 across 25 Software - Application names. CRM ranks #6 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	27,499	$1,984,327
2	ADP	Automatic Data Processing Inc	2,446	$547,781
3	NOW	ServiceNow, Inc.	3,905	$387,688
4	ADBE	Adobe Inc.	1,414	$289,898
5	PAYX	Paychex Inc	2,541	$249,856
6	CRM	Salesforce, Inc. This page	1,586	$248,462
7	ROP	Roper Technologies Inc	415	$140,431
8	INTU	Intuit Inc.	336	$87,696

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,462	1,586	-0.8%	Shares	Sole	2026-08-11
2026-03-31	$298,485	1,599	-19.2%	Shares	Sole	2026-05-12
2025-12-31	$523,991	1,978	-7.5%	Shares	Sole	2026-02-12
2025-09-30	$506,706	2,138	+102.7%	Shares	Sole	2025-11-10
2025-06-30	$287,687	1,055	+6.1%	Shares	Sole	2025-08-13
2025-03-31	$266,749	994	-8.6%	Shares	Sole	2025-05-14
2024-12-31	$363,416	1,087	+2.0%	Shares	Sole	2025-02-14
2024-09-30	$291,774	1,066	-1.8%	Shares	Sole	2024-11-12
2024-06-30	$278,953	1,085	+33.6%	Shares	Sole	2024-08-14
2024-03-31	$244,558	812	+3.2%	Shares	Sole	2024-05-14
2023-12-31	$207,091	787	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$166,685	822	+12.9%	Shares	Sole	2023-11-13
2023-06-30	$153,797	728	+37.4%	Shares	Sole	2023-08-14
2023-03-31	$105,883	530	-35.8%	Shares	Sole	2023-05-11
2022-12-31	$109,519	826	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.