Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$54,831
-$10,503 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,195
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026Hickory Point Bank & Trust holds $542,355 across 11 Software - Application names. CRM ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
506 | $171,225 | |
| 2 | ADP |
Automatic Data Processing Inc
|
532 | $119,141 | |
| 3 | IDCC |
InterDigital, Inc.
|
200 | $56,626 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
350 | $54,831 | |
| 5 | NOW |
ServiceNow, Inc.
|
485 | $48,150 | |
| 6 | SHOP |
Shopify Inc.
|
340 | $38,821 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
48 | $18,015 | |
| 8 | UBER |
Uber Technologies, Inc
|
200 | $14,432 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,831 | 350 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $65,334 | 350 | Shares | Defined | 2026-04-03 | |
| No filing history on record for this holder in this stock. | ||||||