HTC
Haverford Trust Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
88,065
+3,834
| +5% | +$1.05M | 0.23% | 76 |
|
|
2025
Q1 | $22.6M | Buy |
84,231
+13,391
| +19% | +$3.59M | 0.23% | 75 |
|
|
2024
Q4 | $23.7M | Buy |
70,840
+2,896
| +4% | +$968K | 0.24% | 71 |
|
|
2024
Q3 | $18.6M | Buy |
67,944
+63,838
| +1,555% | +$17.5M | 0.18% | 81 |
|
|
2024
Q2 | $1.06M | Buy |
4,106
+594
| +17% | +$153K | 0.01% | 215 |
|
|
2024
Q1 | $1.06M | Buy |
3,512
+775
| +28% | +$233K | 0.01% | 209 |
|
|
2023
Q4 | $720K | Buy |
2,737
+150
| +6% | +$39.5K | 0.01% | 244 |
|
|
2023
Q3 | $525K | Sell |
2,587
-200
| -7% | -$40.6K | 0.01% | 247 |
|
|
2023
Q2 | $589K | Buy |
2,787
+104
| +4% | +$22K | 0.01% | 249 |
|
|
2023
Q1 | $536K | Buy |
+2,683
| New | +$536K | 0.01% | 254 |
|
|
2022
Q4 | – | Sell |
-1,570
| Closed | -$226K | – | 334 |
|
|
2022
Q3 | $226K | Buy |
+1,570
| New | +$226K | ﹤0.01% | 316 |
|
|
2022
Q2 | – | Sell |
-4,226
| Closed | -$897K | – | 339 |
|
|
2022
Q1 | $897K | Buy |
4,226
+162
| +4% | +$34.4K | 0.01% | 208 |
|
|
2021
Q4 | $1.03M | Buy |
4,064
+126
| +3% | +$32K | 0.01% | 200 |
|
|
2021
Q3 | $1.07M | Buy |
3,938
+594
| +18% | +$161K | 0.01% | 194 |
|
|
2021
Q2 | $817K | Buy |
+3,344
| New | +$817K | 0.01% | 215 |
|
|
2021
Q1 | – | Sell |
-1,092
| Closed | -$243K | – | 318 |
|
|
2020
Q4 | $243K | Buy |
1,092
+210
| +24% | +$46.7K | ﹤0.01% | 269 |
|
|
2020
Q3 | $222K | Buy |
+882
| New | +$222K | ﹤0.01% | 267 |
|