Univest Financial’s Salesforce CRM Stock Holding History

Univest Financial’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	$11M	Buy	58,676 +13,200	+29%	+$2.73M	0.62%	41
2025 Q4	$12M	Sell	45,476 -13,771	-23%	-$3.42M	0.64%	37
2025 Q3	$14M	Buy	59,247 +8,171	+16%	+$2.06M	0.79%	28
2025 Q2	$13.9M	Sell	51,076 -1,064	-2%	-$284K	0.84%	25
2025 Q1	$14M	Sell	52,140 -24,162	-32%	-$7.52M	0.91%	24
2024 Q4	$25.5M	Sell	76,302 -1,080	-1%	-$345K	1.61%	13
2024 Q3	$21.2M	Buy	77,382 +58,188	+303%	+$14.9M	1.4%	17
2024 Q2	$4.93M	Sell	19,194 -143	-0.7%	-$38.3K	1.37%	22
2024 Q1	$5.82M	Buy	19,337 +2,984	+18%	+$861K	1.64%	18
2023 Q4	$4.3M	Sell	16,353 -179	-1%	-$40.5K	1.27%	25
2023 Q3	$3.35M	Sell	16,532 -1,152	-7%	-$249K	1.12%	35
2023 Q2	$3.74M	Buy	+17,684	New	+$3.61M	1.13%	36

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Univest Financial's CRM Position: Q1 2026 in Review

Univest Financial increased its Salesforce (CRM) stake by 29% in Q1 2026, buying an estimated $2.73M and bringing the position to 58,676 shares worth $11M. The position accounts for 0.62% of the portfolio, ranked #41.

Univest Financial first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $25.5M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Univest Financial held 58,676 shares of Salesforce worth $11M as of Q1 2026.
Univest Financial bought 13,200 Salesforce shares in Q1 2026, an estimated $2.73M.
Salesforce made up 0.62% of Univest Financial's portfolio in Q1 2026, its #41 holding.
Univest Financial first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
Univest Financial's Salesforce position peaked at $25.5M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.