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Texas Bank & Trust’s Salesforce CRM Stock Holding History

Texas 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 		$996K Buy
6,355
+767
+14% +$135K 0.33% 75
2026
Q1 		$1.04M Buy
5,588
+69
+1% +$14.3K 0.39% 66
2025
Q4 		$1.46M Buy
5,519
+1,062
+24% +$264K 0.53% 46
2025
Q3 		$1.06M Buy
4,457
+739
+20% +$186K 0.4% 64
2025
Q2 		$1.01M Buy
3,718
+179
+5% +$47.9K 0.4% 67
2025
Q1 		$950K Sell
3,539
-86
-2% -$26.7K 0.4% 69
2024
Q4 		$1.21M Buy
+3,625
New +$1.16M 0.5% 49

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Texas Bank & Trust increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $135K and bringing the position to 6,355 shares worth $996K. The position accounts for 0.33% of the portfolio, ranked #75.

Texas Bank & Trust first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Texas Bank & Trust held 6,355 shares of Salesforce worth $996K as of Q2 2026.
  • Texas Bank & Trust bought 767 Salesforce shares in Q2 2026, an estimated $135K.
  • Salesforce made up 0.33% of Texas Bank & Trust's portfolio in Q2 2026, its #75 holding.
  • Texas Bank & Trust first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Texas Bank & Trust's Salesforce position peaked at $1.46M in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.