Petrus Trust Company, LTA

Bank

Position in CRM — Salesforce, Inc.

CIK 1473429 Dallas, TX

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$18,503,290

-$16,762,323 QoQ

Shares Held

99,123

-25.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Petrus Trust Company, LTA holds $68,607,628 across 3 Software - Application names. CRM ranks #3 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	152,542	$26,116,715
2	FICO	Fair Isaac Corp	22,470	$23,987,623
3	CRM	Salesforce, Inc. This page	99,123	$18,503,290

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,503,290	99,123	-25.5%	Shares	Sole	2026-05-15
2025-12-31	$35,265,613	133,123	-12.5%	Shares	Sole	2026-02-17
2025-09-30	$36,051,492	152,116	+19.0%	Shares	Sole	2025-11-14
2025-06-30	$34,856,871	127,826	-28.9%	Shares	Sole	2025-08-14
2025-03-31	$48,243,613	179,772	+17.9%	Shares	Sole	2025-05-15
2024-12-31	$50,985,325	152,500	-32.5%	Shares	Sole	2025-02-14
2024-09-30	$61,872,966	226,053	-4.1%	Shares	Sole	2024-11-14
2024-06-30	$60,624,180	235,800	+17.4%	Shares	Sole	2024-08-14
2024-03-31	$60,476,944	200,800	-6.3%	Shares	Sole	2024-05-15
2023-12-31	$56,390,902	214,300	0.0%	Shares	Sole	2024-02-14
2023-09-30	$43,455,754	214,300	+13.2%	Shares	Sole	2023-11-14
2023-06-30	$39,991,518	189,300	-32.2%	Shares	Sole	2023-08-14
2023-03-31	$55,798,554	279,300	0.0%	Shares	Sole	2023-05-15
2022-12-31	$37,032,387	279,300	+36.1%	Shares	Sole	2023-02-14
2022-09-30	$29,526,468	205,273	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$33,736,981	204,417	+14.0%	Shares	Sole	2022-08-15
2022-03-31	$38,068,976	179,300	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$45,204,898	177,881	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$48,204,201	177,731	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$43,309,071	177,300	0.0%	Shares	Sole	2021-08-16
2021-03-31	$37,564,551	177,300	+7.5%	Shares	Sole	2021-05-17
2020-12-31	$36,695,864	164,903	+3.2%	Shares	Sole	2021-02-16
2020-09-30	$40,160,936	159,800	0.0%	Shares	Sole	2020-11-16
2020-06-30	$29,935,334	159,800	0.0%	Shares	Sole	2020-08-14
2020-03-31	$23,008,004	159,800	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.