Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$550,189
-$1,593,155 QoQ
Shares Held
3,512
-69.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,516
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $4,500,641 across 10 Software - Application names. CRM ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
13,078 | $2,928,818 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,512 | $550,189 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,719 | $484,843 | |
| 4 | FROG |
JFrog Ltd
|
3,499 | $317,989 | |
| 5 | TYL |
Tyler Technologies Inc
|
548 | $160,268 | |
| 6 | PAYX |
Paychex Inc
|
280 | $27,532 | |
| 7 | INTU |
Intuit Inc.
|
68 | $17,748 | |
| 8 | SHOP |
Shopify Inc.
|
90 | $10,276 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,189 | 3,512 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,143,344 | 11,482 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,141,797 | 8,085 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,709,481 | 7,213 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,927,372 | 7,068 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,854,367 | 6,910 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,264,082 | 6,772 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||