Texas Bank & Trust Co

Bank

Position in CRM — Salesforce, Inc.

CIK 2056556 LONGVIEW, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$995,572

-$47,538 QoQ

Shares Held

6,355

+13.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,236

of 2,457 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Technology · as of Jun 30, 2026

Texas Bank & Trust Co holds $2,857,364 across 6 Software - Application names. CRM ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	6,355	$995,572
2	ADSK	Autodesk, Inc.	4,129	$802,758
3	ADP	Automatic Data Processing Inc	1,314	$294,270
4	CDNS	Cadence Design Systems Inc	750	$281,490
5	ADBE	Adobe Inc.	1,186	$243,153
6	PAYX	Paychex Inc	2,442	$240,121

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$995,572	6,355	+13.7%	Shares	Sole	2026-07-31
2026-03-31	$1,043,110	5,588	+1.3%	Shares	Sole	2026-04-30
2025-12-31	$1,462,036	5,519	+23.8%	Shares	Sole	2026-02-06
2025-09-30	$1,056,309	4,457	+19.9%	Shares	Sole	2025-10-23
2025-06-30	$1,013,860	3,718	+5.1%	Shares	Sole	2025-08-05
2025-03-31	$949,724	3,539	-2.4%	Shares	Sole	2025-05-15
2024-12-31	$1,211,944	3,625	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.