Position in CRM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$280,734
-$118,552 QoQ
Shares Held
1,792
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,875
of 2,451 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Hilltop National Bank holds $2,381,769 across 24 Software - Application names. CRM ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
7,390 | $726,658 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,792 | $280,734 | |
| 3 | DSGX |
Descartes Systems Group Inc
|
3,019 | $209,035 | |
| 4 | TYL |
Tyler Technologies Inc
|
563 | $164,654 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
1,282 | $157,749 | |
| 6 | UBER |
Uber Technologies, Inc
|
1,840 | $132,773 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
2,740 | $131,794 | |
| 8 | ADP |
Automatic Data Processing Inc
|
565 | $126,531 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,734 | 1,792 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $399,286 | 2,139 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $536,177 | 2,024 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $613,593 | 2,589 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $805,525 | 2,954 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $637,900 | 1,908 | Shares | Defined | 2025-01-10 | |
| 2024-09-30 | $538,660 | 1,968 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $514,714 | 2,002 | Shares | Defined | 2024-07-10 | |
| 2024-03-31 | $602,660 | 2,001 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||