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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heartland Bank & Trust's CRM Position: Q1 2026 in Review

Heartland Bank & Trust increased its Salesforce (CRM) stake by 344% in Q1 2026, buying an estimated $933K and bringing the position to 5,811 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #66.

Heartland Bank & Trust first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.82M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Heartland Bank & Trust held 5,811 shares of Salesforce worth $1.08M as of Q1 2026.
Heartland Bank & Trust bought 4,502 Salesforce shares in Q1 2026, an estimated $933K.
Salesforce made up 0.25% of Heartland Bank & Trust's portfolio in Q1 2026, its #66 holding.
Heartland Bank & Trust first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Heartland Bank & Trust's Salesforce position peaked at $1.82M in Q1 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.