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Philadelphia Trust Company’s Salesforce CRM Stock Holding History

Philadelphia 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 		$5.6M Buy
35,768
+6,211
+21% +$1.09M 0.36% 49
2026
Q1 		$5.52M Sell
29,557
-2,585
-8% -$536K 0.39% 51
2025
Q4 		$8.52M Sell
32,142
-952
-3% -$237K 0.59% 36
2025
Q3 		$7.84M Buy
33,094
+394
+1% +$99.4K 0.55% 37
2025
Q2 		$8.92M Buy
32,700
+314
+1% +$83.9K 0.68% 34
2025
Q1 		$8.69M Sell
32,386
-6,102
-16% -$1.9M 0.74% 37
2024
Q4 		$12.9M Sell
38,488
-2,309
-6% -$737K 0.94% 26
2024
Q3 		$11.2M Buy
40,797
+1,581
+4% +$405K 0.81% 31
2024
Q2 		$10.1M Buy
39,216
+4,387
+13% +$1.17M 0.78% 34
2024
Q1 		$10.5M Buy
34,829
+1,129
+3% +$326K 0.84% 35
2023
Q4 		$8.87M Sell
33,700
-169
-0.5% -$38.2K 0.83% 36
2023
Q3 		$6.87M Sell
33,869
-5,967
-15% -$1.29M 0.71% 43
2023
Q2 		$8.42M Sell
39,836
-146
-0.4% -$29.8K 0.8% 33
2023
Q1 		$7.99M Buy
39,982
+630
+2% +$106K 0.81% 31
2022
Q4 		$5.22M Sell
39,352
-9,528
-19% -$1.39M 0.56% 54
2022
Q3 		$7.03M Buy
48,880
+3,443
+8% +$584K 0.8% 34
2022
Q2 		$7.5M Sell
45,437
-10,315
-19% -$1.82M 0.77% 37
2022
Q1 		$11.8M Buy
55,752
+2,638
+5% +$568K 0.93% 30
2021
Q4 		$13.5M Sell
53,114
-1,604
-3% -$451K 0.98% 32
2021
Q3 		$14.8M Buy
54,718
+40,133
+275% +$10.2M 1.09% 24
2021
Q2 		$3.56M Buy
14,585
+310
+2% +$71.4K 0.25% 77
2021
Q1 		$3.02M Sell
14,275
-9,522
-40% -$2.12M 0.23% 80
2020
Q4 		$5.3M Buy
23,797
+10,431
+78% +$2.54M 0.43% 59
2020
Q3 		$3.36M Buy
+13,366
New +$2.93M 0.32% 61
2020
Q1 		– Sell
-3,277
Closed -$533K – 167
2019
Q4 		$533K Buy
+3,277
New +$514K 0.05% 151

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

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

Philadelphia Trust Company increased its Salesforce (CRM) stake by 21% in Q2 2026, buying an estimated $1.09M and bringing the position to 35,768 shares worth $5.6M. The position accounts for 0.36% of the portfolio, ranked #49.

Philadelphia Trust Company first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $14.8M in Q3 2021. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Philadelphia Trust Company held 35,768 shares of Salesforce worth $5.6M as of Q2 2026.
  • Philadelphia Trust Company bought 6,211 Salesforce shares in Q2 2026, an estimated $1.09M.
  • Salesforce made up 0.36% of Philadelphia Trust Company's portfolio in Q2 2026, its #49 holding.
  • Philadelphia Trust Company first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • Philadelphia Trust Company's Salesforce position peaked at $14.8M in Q3 2021.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.