Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$988,367
-$14,074,781 QoQ
Shares Held
6,309
-92.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,236
of 2,451 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Haverford Trust Co holds $41,425,176 across 7 Software - Application names. CRM ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
121,892 | $27,297,713 | |
| 2 | INTU |
Intuit Inc.
|
45,923 | $11,985,903 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
6,309 | $988,367 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,095 | $406,551 | |
| 5 | SAP |
Sap SE
|
1,710 | $263,528 | |
| 6 | PAYX |
Paychex Inc
|
2,505 | $246,316 | |
| 7 | ADBE |
Adobe Inc.
|
1,155 | $236,798 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,367 | 6,309 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $15,063,148 | 80,694 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $16,535,947 | 62,421 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,417,927 | 90,371 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,014,444 | 88,065 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $22,604,231 | 84,231 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,683,937 | 70,840 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $18,596,952 | 67,944 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $1,055,652 | 4,106 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,057,744 | 3,512 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $720,214 | 2,737 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $524,591 | 2,587 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $588,781 | 2,787 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $536,009 | 2,683 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $225,828 | 1,570 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $897,264 | 4,226 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,032,784 | 4,064 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,068,064 | 3,938 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $816,838 | 3,344 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $243,002 | 1,092 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $221,664 | 882 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||