Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$213,997
-$85,235 QoQ
Shares Held
1,366
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,029
of 2,450 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $5,252,854 across 2 Software - Application names. CRM ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
50,754 | $5,038,857 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,366 | $213,997 |
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,997 | 1,366 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $299,232 | 1,603 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $393,391 | 1,485 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $265,914 | 1,122 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $321,773 | 1,180 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $292,243 | 1,089 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $356,061 | 1,065 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $302,996 | 1,107 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $330,115 | 1,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $356,898 | 1,185 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $289,716 | 1,101 | Shares | Sole | 2024-01-30 | |
| 2021-06-30 | $363,962 | 1,490 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||