Citizens National Bank Trust Department
BankPosition in CRM — Salesforce, Inc.
CIK 1806425
MERIDIAN, MS
Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$941,839
-$9,244 QoQ
Shares Held
6,012
+18.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,259
of 2,457 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 76%
Shared 24%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Citizens National Bank Trust Department holds $7,981,791 across 7 Software - Application names. CRM ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
21,581 | $2,142,561 | |
| 2 | UBER |
Uber Technologies, Inc
|
27,087 | $1,954,597 | |
| 3 | ADP |
Automatic Data Processing Inc
|
7,383 | $1,653,422 | |
| 4 | INTU |
Intuit Inc.
|
3,684 | $961,524 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
6,012 | $941,839 | |
| 6 | ADBE |
Adobe Inc.
|
1,028 | $210,760 | |
| 7 | FICO |
Fair Isaac Corp
|
98 | $117,088 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,839 | 6,012 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $951,083 | 5,095 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $753,668 | 2,845 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $648,432 | 2,736 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $702,176 | 2,575 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $521,155 | 1,942 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $643,250 | 1,924 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $517,038 | 1,889 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $450,439 | 1,752 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $602,962 | 2,002 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $514,964 | 1,957 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $236,644 | 1,167 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $242,949 | 1,150 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $106,882 | 535 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $131,264 | 990 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $153,908 | 1,070 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $427,453 | 2,590 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $484,089 | 2,280 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||