TOWER TRUST & INVESTMENT Co

Position in CRM — Salesforce, Inc.

CIK 2067591 DAVENPORT, IA

Position in CRM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$873,066

-$149,325 QoQ

Shares Held

5,573

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,289

of 2,451 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TOWER TRUST & INVESTMENT Co holds $1,506,082 across 7 Software - Application names. CRM ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	5,573	$873,066
2	ADBE	Adobe Inc.	1,320	$270,626
3	INTU	Intuit Inc.	1,016	$265,176
4	ADP	Automatic Data Processing Inc	350	$78,382
5	PAYX	Paychex Inc	126	$12,389
6	NOW	ServiceNow, Inc.	58	$5,758
7	SHOP	Shopify Inc.	6	$685

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$873,066	5,573	+1.8%	Shares	Sole	2026-07-09
2026-03-31	$1,022,391	5,477	+0.6%	Shares	Sole	2026-04-08
2025-12-31	$1,442,170	5,444	+0.8%	Shares	Sole	2026-01-21
2025-09-30	$1,279,800	5,400	-5.9%	Shares	Sole	2025-10-14
2025-06-30	$1,564,695	5,738	+0.3%	Shares	Sole	2025-07-16
2025-03-31	$1,534,750	5,719	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.