UF
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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
Q2 		$8.71M Sell
55,576
-3,100
-5% -$545K 0.43% 48
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
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

Univest Financial's CRM Position: Q2 2026 in Review

Univest Financial reduced its Salesforce (CRM) stake by 5.3% in Q2 2026, selling an estimated $545K and leaving 55,576 shares worth $8.71M. The position accounts for 0.43% of the portfolio, ranked #48.

Univest Financial first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $25.5M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Univest Financial held 55,576 shares of Salesforce worth $8.71M as of Q2 2026.
  • Univest Financial sold 3,100 Salesforce shares in Q2 2026, an estimated $545K.
  • Salesforce made up 0.43% of Univest Financial's portfolio in Q2 2026, its #48 holding.
  • Univest Financial first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Univest Financial's Salesforce position peaked at $25.5M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.