Bank & Trust Co

Bank

Position in CRM — Salesforce, Inc.

CIK 2026082 LITCHFIELD, IL

Position in CRM

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

Position Value

$46,841

-$8,973 QoQ

Shares Held

299

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,219

of 2,457 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bank & Trust Co holds $1,569,567 across 5 Software - Application names. CRM ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	3,908	$875,196
2	PAYX	Paychex Inc	5,884	$578,573
3	ADBE	Adobe Inc.	259	$53,100
4	CRM	Salesforce, Inc. This page	299	$46,841
5	DOCU	Docusign, Inc.	357	$15,857

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,841	299	0.0%	Shares	Sole	2026-07-10
2026-03-31	$55,814	299	+57.4%	Shares	Sole	2026-04-13
2025-12-31	$50,332	190	0.0%	Shares	Sole	2026-01-13
2025-09-30	$45,030	190	0.0%	Shares	Sole	2025-10-06
2025-06-30	$51,811	190	0.0%	Shares	Sole	2025-07-14
2025-03-31	$50,988	190	0.0%	Shares	Sole	2025-04-09
2024-12-31	$63,522	190	-2.6%	Shares	Sole	2025-01-07
2024-09-30	$53,373	195	+8.3%	Shares	Sole	2024-10-09
2024-06-30	$46,278	180	—	Shares	Sole	2024-07-08
No filing history on record for this holder in this stock.