Whittier Trust’s Salesforce CRM Stock Holding History

Whittier Trust’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	$4.71M	Sell	25,480 -4,433	-15%	-$918K	0.05%	200
2025 Q4	$7.86M	Sell	29,913 -4,022	-12%	-$999K	0.09%	160
2025 Q3	$8.16M	Sell	33,935 -5,334	-14%	-$1.35M	0.09%	161
2025 Q2	$10.7M	Sell	39,269 -82,228	-68%	-$22M	0.13%	137
2025 Q1	$32.6M	Buy	121,497 +1,521	+1%	+$473K	0.45%	50
2024 Q4	$40.1M	Buy	119,976 +11,919	+11%	+$3.8M	0.53%	44
2024 Q3	$29.6M	Buy	108,057 +758	+0.7%	+$194K	0.4%	57
2024 Q2	$27.6M	Buy	107,299 +3,361	+3%	+$899K	0.39%	57
2024 Q1	$31.3M	Buy	103,938 +366	+0.4%	+$106K	0.46%	49
2023 Q4	$27.3M	Buy	103,572 +4,330	+4%	+$980K	0.44%	53
2023 Q3	$20.1M	Buy	99,242 +1,564	+2%	+$338K	0.36%	67
2023 Q2	$20.6M	Buy	97,678 +25,765	+36%	+$5.26M	0.36%	70
2023 Q1	$14.4M	Buy	71,913 +166	+0.2%	+$28K	0.26%	91
2022 Q4	$9.51M	Sell	71,747 -1,160	-2%	-$169K	0.19%	121
2022 Q3	$10.5M	Sell	72,907 -283	-0.4%	-$48K	0.22%	108
2022 Q2	$12.1M	Sell	73,190 -540	-0.7%	-$95.4K	0.24%	99
2022 Q1	$15.7M	Sell	73,730 -661	-0.9%	-$142K	0.26%	94
2021 Q4	$18.9M	Buy	74,391 +332	+0.4%	+$93.3K	0.31%	86
2021 Q3	$20.1M	Buy	74,059 +2,074	+3%	+$527K	0.37%	70
2021 Q2	$17.6M	Buy	71,985 +3,029	+4%	+$698K	0.31%	81
2021 Q1	$14.6M	Buy	68,956 +10,045	+17%	+$2.24M	0.28%	87
2020 Q4	$13.1M	Buy	58,911 +1,186	+2%	+$288K	0.28%	89
2020 Q3	$14.5M	Buy	57,725 +3,876	+7%	+$848K	0.35%	69
2020 Q2	$10.1M	Sell	53,849 -2,663	-5%	-$449K	0.28%	89
2020 Q1	$8.14M	Sell	56,512 -1,218	-2%	-$209K	0.27%	89
2019 Q4	$9.39M	Sell	57,730 -27,994	-33%	-$4.39M	0.25%	105
2019 Q3	$12.7M	Buy	85,724 +1,251	+1%	+$190K	0.36%	77
2019 Q2	$12.8M	Buy	84,473 +4,071	+5%	+$638K	0.38%	72
2019 Q1	$12.7M	Buy	80,402 +7,692	+11%	+$1.19M	0.39%	70
2018 Q4	$9.96M	Buy	72,710 +2,234	+3%	+$307K	0.34%	78
2018 Q3	$11.2M	Buy	70,476 +539	+0.8%	+$80K	0.35%	80
2018 Q2	$9.54M	Buy	69,937 +516	+0.7%	+$65.8K	0.32%	92
2018 Q1	$8.07M	Buy	69,421 +2,481	+4%	+$285K	0.27%	106
2017 Q4	$6.84M	Buy	66,940 +3,701	+6%	+$377K	0.24%	114
2017 Q3	$5.91M	Buy	63,239 +6,701	+12%	+$616K	0.22%	122
2017 Q2	$4.9M	Buy	56,538 +1,775	+3%	+$155K	0.19%	129
2017 Q1	$4.52M	Buy	54,763 +1,802	+3%	+$144K	0.18%	134
2016 Q4	$3.63M	Buy	52,961 +297	+0.6%	+$21.6K	0.15%	150
2016 Q3	$3.76M	Buy	52,664 +791	+2%	+$61.7K	0.16%	146
2016 Q2	$4.12M	Buy	51,873 +1,634	+3%	+$128K	0.18%	137
2016 Q1	$3.71M	Buy	50,239 +2,484	+5%	+$171K	0.16%	144
2015 Q4	$3.74M	Buy	47,755 +2,323	+5%	+$181K	0.17%	143
2015 Q3	$3.15M	Buy	45,432 +1,675	+4%	+$119K	0.15%	151
2015 Q2	$3.05M	Buy	43,757 +2,557	+6%	+$182K	0.14%	169
2015 Q1	$2.75M	Buy	41,200 +3,856	+10%	+$239K	0.13%	161
2014 Q4	$2.21M	Sell	37,344 -314	-0.8%	-$18.5K	0.11%	175
2014 Q3	$2.17M	Buy	37,658 +1,198	+3%	+$67.5K	0.11%	172
2014 Q2	$2.12M	Buy	36,460 +824	+2%	+$44.5K	0.1%	172
2014 Q1	$2.03M	Buy	35,636 +34,944	+5,050%	+$2.09M	0.1%	165
2013 Q4	$38K	Hold	692	–	–	﹤0.01%	717
2013 Q3	$36K	Hold	692	–	–	﹤0.01%	720
2013 Q2	$26K	Buy	+692	New	+$28.6K	﹤0.01%	752

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

Whittier Trust's CRM Position: Q1 2026 in Review

Whittier Trust reduced its Salesforce (CRM) stake by 15% in Q1 2026, selling an estimated $918K and leaving 25,480 shares worth $4.71M. The position accounts for 0.05% of the portfolio, ranked #200.

Whittier Trust first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.1M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Whittier Trust held 25,480 shares of Salesforce worth $4.71M as of Q1 2026.
Whittier Trust sold 4,433 Salesforce shares in Q1 2026, an estimated $918K.
Salesforce made up 0.05% of Whittier Trust's portfolio in Q1 2026, its #200 holding.
Whittier Trust first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Salesforce position peaked at $40.1M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.