Texas Capital Bank Wealth Management Services Inc
BankPosition in CRM — Salesforce, Inc.
CIK 1802655
Dallas, TX
Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$499,588
-$169,436 QoQ
Shares Held
3,189
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,574
of 2,451 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 34%
Shared 9%
None 57%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $13,062,387 across 10 Software - Application names. CRM ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
30,471 | $7,952,931 | |
| 2 | ADBE |
Adobe Inc.
|
11,266 | $2,309,755 | |
| 3 | SHOP |
Shopify Inc.
|
6,465 | $738,173 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,189 | $499,588 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,253 | $470,275 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,384 | $316,349 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,712 | $269,247 | |
| 8 | PAYX |
Paychex Inc
|
2,633 | $258,902 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,588 | 3,189 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $669,024 | 3,584 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $868,903 | 3,280 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $337,962 | 1,426 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $271,810 | 813 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $252,991 | 840 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $300,769 | 1,143 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $213,527 | 1,053 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $271,257 | 1,284 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $273,898 | 1,371 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $225,609 | 1,367 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $329,520 | 1,552 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $305,972 | 1,204 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $313,801 | 1,157 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $219,110 | 897 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||