EQUITABLE TRUST CO

Bank

Position in CRM — Salesforce, Inc.

CIK 33250 NASHVILLE, TN

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$8,349,350

+$5,385,031 QoQ

Shares Held

53,296

+235.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#85

of 743 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EQUITABLE TRUST CO holds $55,275,053 across 10 Software - Application names. CRM ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	288,785	$32,973,471
2	CRM	Salesforce, Inc. This page	53,296	$8,349,350
3	SAP	Sap SE	48,642	$7,496,217
4	ADP	Automatic Data Processing Inc	8,360	$1,872,221
5	ASUR	Asure Software Inc	212,730	$1,689,076
6	NOW	ServiceNow, Inc.	11,455	$1,137,251
7	INTU	Intuit Inc.	2,332	$608,652
8	DJCO	Daily Journal Corp	666	$400,392

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,349,350	53,296	+235.6%	Shares	Sole	2026-07-23
2026-03-31	$2,964,319	15,880	-66.2%	Shares	Sole	2026-04-30
2025-12-31	$12,458,187	47,028	+21.7%	Shares	Sole	2026-02-02
2025-09-30	$9,158,391	38,643	-25.3%	Shares	Sole	2025-11-10
2025-06-30	$14,114,706	51,761	+39.3%	Shares	Sole	2025-07-23
2025-03-31	$9,971,452	37,157	+1.3%	Shares	Sole	2025-04-25
2024-12-31	$12,257,874	36,664	-19.0%	Shares	Sole	2025-01-28
2024-09-30	$12,390,030	45,267	-0.6%	Shares	Sole	2024-10-29
2024-06-30	$11,705,505	45,529	+39.9%	Shares	Sole	2024-07-31
2024-03-31	$9,801,902	32,545	-31.9%	Shares	Sole	2024-04-24
2023-12-31	$12,574,144	47,785	-0.1%	Shares	Sole	2024-01-25
2023-09-30	$9,702,008	47,845	+4.0%	Shares	Sole	2023-11-06
2023-06-30	$9,721,128	46,015	+20.8%	Shares	Sole	2023-08-08
2023-03-31	$7,609,619	38,090	+8.3%	Shares	Sole	2023-05-02
2022-12-31	$4,662,526	35,165	-54.4%	Shares	Sole	2023-02-17
2022-09-30	$11,093,372	77,123	-5.5%	Shares	Sole	2022-10-31
2022-06-30	$13,464,127	81,581	+18.3%	Shares	Sole	2022-07-15
2022-03-31	$14,643,922	68,971	+0.9%	Shares	Sole	2022-05-06
2021-12-31	$17,371,563	68,357	+2.5%	Shares	Sole	2022-01-31
2021-09-30	$18,093,357	66,711	+3.5%	Shares	Sole	2021-10-26
2021-06-30	$15,737,582	64,427	+2.7%	Shares	Sole	2021-08-03
2021-03-31	$13,295,477	62,753	+53.6%	Shares	Sole	2021-05-14
2020-12-31	$9,090,794	40,852	+23.9%	Shares	Sole	2021-02-12
2020-09-30	$8,283,506	32,960	-1.9%	Shares	Sole	2020-11-13
2020-06-30	$6,292,039	33,588	-0.4%	Shares	Sole	2020-08-18
2020-03-31	$4,852,989	33,706	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.