Avalon Trust Co

Bank

Position in CRM — Salesforce, Inc.

CIK 1798150 SANTA FE, NM

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$194,728

-$186,638 QoQ

Shares Held

1,243

-39.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,068

of 2,451 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Avalon Trust Co holds $16,744,112 across 19 Software - Application names. CRM ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	51,328	$15,011,386
2	ADP	Automatic Data Processing Inc	1,852	$414,755
3	ADBE	Adobe Inc.	1,800	$369,036
4	CRM	Salesforce, Inc. This page	1,243	$194,728
5	NOW	ServiceNow, Inc.	1,426	$141,573
6	SHOP	Shopify Inc.	1,000	$114,180
7	HUBS	Hubspot Inc	600	$109,506
8	WDAY	Workday, Inc.	700	$85,694

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,728	1,243	-39.2%	Shares	Sole	2026-08-06
2026-03-31	$381,366	2,043	-21.3%	Shares	Sole	2026-05-06
2025-12-31	$687,441	2,595	-3.5%	Shares	Sole	2026-02-09
2025-09-30	$637,530	2,690	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$719,083	2,637	+49.1%	Shares	Sole	2025-08-08
2025-03-31	$474,728	1,769	-6.1%	Shares	Sole	2025-05-09
2024-12-31	$629,877	1,884	+1.5%	Shares	Sole	2025-02-10
2024-09-30	$508,005	1,856	-18.6%	Shares	Sole	2024-11-13
2024-06-30	$586,445	2,281	0.0%	Shares	Sole	2024-08-12
2024-03-31	$686,991	2,281	0.0%	Shares	Sole	2024-05-07
2023-12-31	$600,222	2,281	+22.9%	Shares	Sole	2024-02-06
2023-09-30	$376,359	1,856	0.0%	Shares	Sole	2023-11-13
2023-06-30	$392,098	1,856	0.0%	Shares	Sole	2023-08-09
2023-03-31	$370,791	1,856	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.