CANANDAIGUA NATIONAL CORP

Position in CRM — Salesforce, Inc.

CIK 759458 CANANDAIGUA, NY

Position in CRM

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$3,033,947

+$899,248 QoQ

Shares Held

16,253

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $16,063,226 across 10 Software - Application names. CRM ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	53,942	$4,969,137
2	CRM	Salesforce, Inc. This page	16,253	$3,033,947
3	NOW	ServiceNow, Inc.	18,660	$1,950,903
4	ADSK	Autodesk, Inc.	6,326	$1,514,444
5	ADP	Automatic Data Processing Inc	7,102	$1,442,984
6	ADBE	Adobe Inc.	4,737	$1,151,469
7	SHOP	Shopify Inc.	7,282	$863,790
8	SAP	Sap SE	3,933	$673,368

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,033,947	16,253	+1.0%	Shares	Sole	2026-04-08
2022-12-31	$2,134,699	16,100	+18.5%	Shares	Sole	2023-01-25
2022-09-30	$1,954,210	13,586	+4.3%	Shares	Sole	2022-10-05
2022-06-30	$2,150,306	13,029	-0.6%	Shares	Sole	2022-07-05
2022-03-31	$2,783,090	13,108	+0.5%	Shares	Sole	2022-05-09
2021-12-31	$3,313,092	13,037	-0.4%	Shares	Sole	2022-01-04
2021-09-30	$3,548,913	13,085	+3.8%	Shares	Sole	2021-10-04
2021-06-30	$3,078,046	12,601	-0.6%	Shares	Sole	2021-07-06
2021-03-31	$2,684,816	12,672	-8.1%	Shares	Sole	2021-04-05
2020-12-31	$3,070,023	13,796	-2.6%	Shares	Sole	2021-02-11
2020-09-30	$3,560,450	14,167	-6.2%	Shares	Sole	2020-10-19
2020-06-30	$2,828,121	15,097	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.