Trust Asset Management LLC

Position in CRM — Salesforce, Inc.

CIK 1608376 HOUSTON, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,627,697

-$357,911 QoQ

Shares Held

10,390

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,024

of 2,451 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Trust Asset Management LLC holds $8,014,110 across 10 Software - Application names. CRM ranks #1 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	10,390	$1,627,697
2	NOW	ServiceNow, Inc.	11,435	$1,135,266
3	CDNS	Cadence Design Systems Inc	2,977	$1,117,327
4	ADBE	Adobe Inc.	4,582	$939,401
5	DDOG	Datadog, Inc.	3,579	$931,828
6	INTU	Intuit Inc.	3,060	$798,660
7	ADSK	Autodesk, Inc.	2,344	$455,720
8	ROP	Roper Technologies Inc	1,191	$403,022

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,627,697	10,390	-2.3%	Shares	Sole	2026-07-14
2026-03-31	$1,985,608	10,637	0.0%	Shares	Sole	2026-04-20
2025-12-31	$2,817,847	10,637	-3.6%	Shares	Sole	2026-01-13
2025-09-30	$2,614,821	11,033	0.0%	Shares	Sole	2025-11-12
2025-06-30	$3,008,588	11,033	0.0%	Shares	Sole	2025-07-23
2025-03-31	$2,960,815	11,033	-1.7%	Shares	Sole	2025-05-12
2024-12-31	$3,751,516	11,221	0.0%	Shares	Sole	2025-01-16
2024-09-30	$3,071,299	11,221	0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,884,919	11,221	0.0%	Shares	Sole	2024-07-24
2024-03-31	$3,379,540	11,221	0.0%	Shares	Sole	2024-05-15
2023-12-31	$2,952,693	11,221	-3.2%	Shares	Sole	2024-02-02
2023-09-30	$2,349,611	11,587	0.0%	Shares	Sole	2023-11-08
2023-06-30	$2,447,869	11,587	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,314,850	11,587	+2.3%	Shares	Sole	2023-05-12
2022-12-31	$1,501,449	11,324	0.0%	Shares	Sole	2023-02-01
2022-09-30	$1,628,844	11,324	+8.1%	Shares	Sole	2022-11-14
2022-06-30	$1,728,959	10,476	+10.2%	Shares	Sole	2022-08-10
2022-03-31	$2,018,738	9,508	+7.4%	Shares	Sole	2022-05-10
2021-12-31	$2,250,321	8,855	0.0%	Shares	Sole	2022-01-31
2021-09-30	$2,401,653	8,855	+7.6%	Shares	Sole	2021-10-29
2021-06-30	$2,009,365	8,226	+12.8%	Shares	Sole	2021-07-19
2021-03-31	$1,545,591	7,295	+21.9%	Shares	Sole	2021-04-21
2020-12-31	$1,331,619	5,984	+31.4%	Shares	Sole	2021-01-27
2020-09-30	$1,144,511	4,554	+81.6%	Shares	Sole	2020-10-28
2020-06-30	$469,823	2,508	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.