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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Texas Bank & Trust's CRM Position: Q1 2026 in Review

Texas Bank & Trust increased its Salesforce (CRM) stake by 1.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 5,588 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #66.

Texas Bank & Trust first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Texas Bank & Trust held 5,588 shares of Salesforce worth $1.04M as of Q1 2026.
  • Texas Bank & Trust bought 69 Salesforce shares in Q1 2026, an estimated $14.3K.
  • Salesforce made up 0.39% of Texas Bank & Trust's portfolio in Q1 2026, its #66 holding.
  • Texas Bank & Trust first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Texas Bank & Trust's Salesforce position peaked at $1.46M in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.