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Texas Capital Bank Wealth Management Services’s Salesforce CRM Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$669K Buy
3,584
+304
+9% +$63K 0.04% 183
2025
Q4 		$869K Buy
3,280
+1,854
+130% +$461K 0.05% 148
2025
Q3 		$338K Buy
+1,426
New +$360K 0.03% 189
2025
Q1 		– Sell
-813
Closed -$272K – 212
2024
Q4 		$272K Buy
+813
New +$259K 0.03% 142
2024
Q2 		– Sell
-840
Closed -$253K – 202
2024
Q1 		$253K Sell
840
-303
-27% -$87.4K 0.03% 166
2023
Q4 		$301K Buy
1,143
+90
+9% +$20.4K 0.04% 154
2023
Q3 		$214K Sell
1,053
-231
-18% -$49.9K 0.03% 180
2023
Q2 		$271K Sell
1,284
-87
-6% -$17.8K 0.03% 173
2023
Q1 		$274K Buy
+1,371
New +$232K 0.03% 152
2022
Q3 		– Sell
-1,367
Closed -$226K – 152
2022
Q2 		$226K Sell
1,367
-185
-12% -$32.7K 0.03% 131
2022
Q1 		$330K Buy
1,552
+348
+29% +$74.9K 0.03% 126
2021
Q4 		$306K Buy
1,204
+47
+4% +$13.2K 0.03% 132
2021
Q3 		$314K Buy
1,157
+260
+29% +$66K 0.03% 123
2021
Q2 		$219K Buy
+897
New +$207K 0.03% 133

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 Capital Bank Wealth Management Services's CRM Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Salesforce (CRM) stake by 9.3% in Q1 2026, buying an estimated $63K and bringing the position to 3,584 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #183.

Texas Capital Bank Wealth Management Services first reported a position in CRM in Q2 2021 and has held it in 14 quarters since. The position peaked at $869K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 3,584 shares of Salesforce worth $669K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 304 Salesforce shares in Q1 2026, an estimated $63K.
  • Salesforce made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #183 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Salesforce in Q2 2021 and has held it in 14 quarters since.
  • Texas Capital Bank Wealth Management Services's Salesforce position peaked at $869K in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.