MOODY NATIONAL BANK TRUST DIVISION

Bank

Position in CRM — Salesforce, Inc.

CIK 1092903 GALVESTON, TX

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Position in CRM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,466,650

-$321,088 QoQ

Shares Held

9,362

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,075

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

MOODY NATIONAL BANK TRUST DIVISION holds $8,727,682 across 11 Software - Application names. CRM ranks #1 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	9,362	$1,466,650
2	CDNS	Cadence Design Systems Inc	3,686	$1,383,429
3	NOW	ServiceNow, Inc.	12,554	$1,246,360
4	U	Unity Software Inc.	43,297	$1,237,427
5	UBER	Uber Technologies, Inc	13,364	$964,345
6	FROG	JFrog Ltd	9,050	$822,464
7	SNOW	Snowflake Inc.	2,886	$734,487
8	CVLT	Commvault Systems Inc	2,201	$311,947

All Filings in CRM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,466,650	9,362	-2.2%	Shares	Defined	2026-07-07
2026-03-31	$1,787,738	9,577	+11.9%	Shares	Defined	2026-04-09
2025-12-31	$2,267,099	8,558	-23.2%	Shares	Defined	2026-01-12
2025-09-30	$2,642,076	11,148	+4.7%	Shares	Defined	2025-10-06
2025-06-30	$2,904,148	10,650	+4.3%	Shares	Defined	2025-07-10
2025-03-31	$2,741,296	10,215	+0.2%	Shares	Defined	2025-04-04
2024-12-31	$3,407,157	10,191	-1.6%	Shares	Defined	2025-01-13
2024-09-30	$2,834,814	10,357	+3.5%	Shares	Defined	2024-10-03
2024-06-30	$2,572,284	10,005	+5.5%	Shares	Defined	2024-07-03
2024-03-31	$2,857,294	9,487	+0.2%	Shares	Defined	2024-04-04
2023-12-31	$2,490,619	9,465	-52.6%	Shares	Defined	2024-01-11
2023-09-30	$4,052,963	19,987	+10.3%	Shares	Defined	2023-10-12
2023-06-30	$3,827,608	18,118	+0.8%	Shares	Defined	2023-07-07
2023-03-31	$3,591,245	17,976	+0.7%	Shares	Defined	2023-04-19
2022-12-31	$2,367,261	17,854	-1.8%	Shares	Defined	2023-01-11
2022-09-30	$2,614,004	18,173	-0.4%	Shares	Defined	2022-10-05
2022-06-30	$3,010,989	18,244	+3.6%	Shares	Defined	2022-07-07
2022-03-31	$3,740,016	17,615	-9.9%	Shares	Defined	2022-04-12
2021-12-31	$4,966,715	19,544	-71.2%	Shares	Defined	2022-01-13
2021-09-30	$18,391,699	67,811	-0.1%	Shares	Defined	2021-10-07
2021-06-30	$16,581,047	67,880	-0.7%	Shares	Defined	2021-08-05
2021-03-31	$14,485,551	68,370	-0.1%	Shares	Defined	2021-04-14
2020-12-31	$15,230,175	68,441	0.0%	Shares	Defined	2021-03-04
2020-09-30	$17,200,591	68,441	0.0%	Shares	Defined	2020-10-08
2020-06-30	$12,821,051	68,441	+0.1%	Shares	Defined	2020-07-10
2020-03-31	$9,845,927	68,384	—	Shares	Defined	2020-04-17
No filing history on record for this holder in this stock.