Heartland Bank & Trust’s Salesforce CRM Stock Holding History

Heartland Bank & Trust’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$897K	Sell	5,725 -86	-1%	-$15.1K	0.19%	87
2026 Q1	$1.08M	Buy	5,811 +4,502	+344%	+$933K	0.25%	66
2025 Q4	$347K	Sell	1,309 -4,498	-77%	-$1.12M	0.15%	122
2025 Q3	$1.38M	Sell	5,807 -9	-0.2%	-$2.27K	0.57%	36
2025 Q2	$1.59M	Sell	5,816 -165	-3%	-$44.1K	0.74%	27
2025 Q1	$1.61M	Buy	5,981 +3,227	+117%	+$1M	0.82%	27
2024 Q4	$921K	Buy	2,754 +740	+37%	+$236K	0.5%	41
2024 Q3	$551K	Sell	2,014 -130	-6%	-$33.3K	0.3%	80
2024 Q2	$551K	Sell	2,144 -3,888	-64%	-$1.04M	0.31%	76
2024 Q1	$1.82M	Buy	+6,032	New	+$1.74M	1.06%	17

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heartland Bank & Trust's CRM Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Salesforce (CRM) stake by 1.5% in Q2 2026, selling an estimated $15.1K and leaving 5,725 shares worth $897K. The position accounts for 0.19% of the portfolio, ranked #87.

Heartland Bank & Trust first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.82M in Q1 2024. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Heartland Bank & Trust held 5,725 shares of Salesforce worth $897K as of Q2 2026.
Heartland Bank & Trust sold 86 Salesforce shares in Q2 2026, an estimated $15.1K.
Salesforce made up 0.19% of Heartland Bank & Trust's portfolio in Q2 2026, its #87 holding.
Heartland Bank & Trust first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Heartland Bank & Trust's Salesforce position peaked at $1.82M in Q1 2024.
2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.