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North Dallas Bank & Trust’s Salesforce CRM Stock Holding History

North Dallas Bank & Trust’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,520
Closed -$657K – 114
2026
Q1 		$657K Hold
3,520
– – 0.44% 63
2025
Q4 		$932K Buy
+3,520
New +$875K 0.61% 49

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

North Dallas Bank & Trust's CRM Position: Q2 2026 in Review

North Dallas Bank & Trust sold out of Salesforce (CRM) in Q2 2026, closing a stake of 3,520 shares — an estimated $657K sold.

North Dallas Bank & Trust first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $932K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • North Dallas Bank & Trust reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • North Dallas Bank & Trust sold 3,520 Salesforce shares in Q2 2026, an estimated $657K.
  • North Dallas Bank & Trust first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
  • North Dallas Bank & Trust's Salesforce position peaked at $932K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on North Dallas Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.