Cornerstone National Bank & Trust Co

Bank

Position in CRM — Salesforce, Inc.

CIK 2104293 PALATINE, IL

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$509,928

-$614,758 QoQ

Shares Held

3,255

-46.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#1,561

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cornerstone National Bank & Trust Co holds $532,870 across 4 Software - Application names. CRM ranks #1 (95.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	3,255	$509,928
2	INTU	Intuit Inc.	52	$13,572
3	UBER	Uber Technologies, Inc	74	$5,339
4	ADP	Automatic Data Processing Inc	18	$4,031

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,928	3,255	-46.0%	Shares	Defined	2026-07-21
2026-03-31	$1,124,686	6,025	-4.5%	Shares	Defined	2026-04-14
2025-12-31	$1,672,111	6,312	+1.6%	Shares	Defined	2026-01-29
2025-09-30	$1,472,244	6,212	+0.6%	Shares	Defined	2026-01-28
2025-06-30	$1,683,315	6,173	+10.5%	Shares	Defined	2026-01-28
2025-03-31	$1,498,521	5,584	-5.9%	Shares	Defined	2026-01-28
2024-12-31	$1,984,247	5,935	+0.3%	Shares	Defined	2026-01-28
2024-09-30	$1,619,268	5,916	+10.8%	Shares	Defined	2026-01-28
2024-06-30	$1,372,913	5,340	+13.1%	Shares	Sole	2026-01-28
2024-03-31	$1,421,870	4,721	-10.9%	Shares	Sole	2026-01-28
2023-12-31	$1,394,904	5,301	-2.2%	Shares	Sole	2026-01-28
2023-09-30	$1,099,270	5,421	-1.4%	Shares	Sole	2026-01-28
2023-06-30	$1,161,295	5,497	-16.2%	Shares	Sole	2026-01-28
2023-03-31	$1,310,556	6,560	-28.2%	Shares	Sole	2026-01-28
2022-12-31	$1,210,943	9,133	+0.4%	Shares	Sole	2026-01-28
2022-09-30	$1,308,224	9,095	+0.1%	Shares	Sole	2026-01-28
2022-06-30	$1,500,048	9,089	+5.3%	Shares	Sole	2026-01-28
2022-03-31	$1,833,382	8,635	+16.2%	Shares	Sole	2026-01-28
2021-12-31	$1,889,202	7,434	+0.2%	Shares	Sole	2026-01-28
2021-09-30	$2,012,180	7,419	+1.6%	Shares	Sole	2026-01-28
2021-06-30	$1,782,925	7,299	+5.0%	Shares	Sole	2026-01-28
2021-03-31	$1,473,343	6,954	+9.5%	Shares	Sole	2026-01-28
2020-12-31	$1,413,732	6,353	+25.1%	Shares	Sole	2026-01-28
2020-09-30	$1,276,454	5,079	-2.5%	Shares	Sole	2026-01-28
2020-06-30	$975,614	5,208	-2.9%	Shares	Sole	2026-01-28
2020-03-31	$772,019	5,362	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.