Security National Bank

Bank

Position in CRM — Salesforce, Inc.

CIK 1719739 OMAHA, NE

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$412,329

-$81,599 QoQ

Shares Held

2,632

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,665

of 2,451 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Security National Bank holds $932,221 across 11 Software - Application names. CRM ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	2,632	$412,329
2	UBER	Uber Technologies, Inc	2,559	$184,657
3	ROP	Roper Technologies Inc	375	$126,896
4	ADSK	Autodesk, Inc.	450	$87,489
5	UPBD	Upbound Group, Inc.	2,470	$52,413
6	ADBE	Adobe Inc.	135	$27,677
7	CDNS	Cadence Design Systems Inc	53	$19,891
8	NOW	ServiceNow, Inc.	175	$17,374

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,329	2,632	-0.5%	Shares	Sole	2026-07-15
2026-03-31	$493,928	2,646	+0.3%	Shares	Sole	2026-04-16
2025-12-31	$698,832	2,638	+112.7%	Shares	Sole	2026-02-05
2025-09-30	$293,880	1,240	-93.7%	Shares	Sole	2025-10-20
2022-09-30	$2,815,092	19,571	-1.3%	Shares	Sole	2022-10-18
2022-06-30	$3,272,908	19,831	+1.8%	Shares	Sole	2022-07-25
2022-03-31	$4,137,479	19,487	+2.6%	Shares	Sole	2022-04-25
2021-12-31	$4,826,182	18,991	+1.9%	Shares	Sole	2022-01-28
2021-09-30	$5,054,455	18,636	+9.4%	Shares	Sole	2021-10-14
2021-06-30	$4,162,116	17,039	+7.1%	Shares	Sole	2021-07-07
2021-03-31	$3,371,275	15,912	+13.7%	Shares	Sole	2021-04-05
2020-12-31	$3,112,972	13,989	+3.7%	Shares	Sole	2021-02-01
2020-09-30	$3,391,563	13,495	+7.5%	Shares	Sole	2020-10-19
2020-06-30	$2,351,553	12,553	+28.4%	Shares	Sole	2020-08-11
2020-03-31	$1,407,980	9,779	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.