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Haverford Trust Company’s Salesforce CRM Stock Holding History

Haverford Trust Company’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 		$988K Sell
6,309
-74,385
-92% -$13.1M 0.01% 238
2026
Q1 		$15.1M Buy
80,694
+18,273
+29% +$3.79M 0.14% 92
2025
Q4 		$16.5M Sell
62,421
-27,950
-31% -$6.95M 0.15% 90
2025
Q3 		$21.4M Buy
90,371
+2,306
+3% +$582K 0.19% 79
2025
Q2 		$24M Buy
88,065
+3,834
+5% +$1.03M 0.23% 76
2025
Q1 		$22.6M Buy
84,231
+13,391
+19% +$4.16M 0.23% 75
2024
Q4 		$23.7M Buy
70,840
+2,896
+4% +$924K 0.24% 71
2024
Q3 		$18.6M Buy
67,944
+63,838
+1,555% +$16.4M 0.18% 81
2024
Q2 		$1.06M Buy
4,106
+594
+17% +$159K 0.01% 215
2024
Q1 		$1.06M Buy
3,512
+775
+28% +$224K 0.01% 209
2023
Q4 		$720K Buy
2,737
+150
+6% +$33.9K 0.01% 244
2023
Q3 		$525K Sell
2,587
-200
-7% -$43.2K 0.01% 247
2023
Q2 		$589K Buy
2,787
+104
+4% +$21.2K 0.01% 249
2023
Q1 		$536K Buy
+2,683
New +$453K 0.01% 254
2022
Q4 		– Sell
-1,570
Closed -$226K – 334
2022
Q3 		$226K Buy
+1,570
New +$266K ﹤0.01% 316
2022
Q2 		– Sell
-4,226
Closed -$897K – 339
2022
Q1 		$897K Buy
4,226
+162
+4% +$34.9K 0.01% 208
2021
Q4 		$1.03M Buy
4,064
+126
+3% +$35.4K 0.01% 200
2021
Q3 		$1.07M Buy
3,938
+594
+18% +$151K 0.01% 194
2021
Q2 		$817K Buy
+3,344
New +$771K 0.01% 215
2021
Q1 		– Sell
-1,092
Closed -$243K – 318
2020
Q4 		$243K Buy
1,092
+210
+24% +$51.1K ﹤0.01% 269
2020
Q3 		$222K Buy
+882
New +$193K ﹤0.01% 267

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

Haverford Trust Company's CRM Position: Q2 2026 in Review

Haverford Trust Company reduced its Salesforce (CRM) stake by 92% in Q2 2026, selling an estimated $13.1M and leaving 6,309 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #238.

Haverford Trust Company first reported a position in CRM in Q3 2020 and has held it in 21 quarters since. The position peaked at $24M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Haverford Trust Company held 6,309 shares of Salesforce worth $988K as of Q2 2026.
  • Haverford Trust Company sold 74,385 Salesforce shares in Q2 2026, an estimated $13.1M.
  • Salesforce made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #238 holding.
  • Haverford Trust Company first reported a position in Salesforce in Q3 2020 and has held it in 21 quarters since.
  • Haverford Trust Company's Salesforce position peaked at $24M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.