Whittier Trust Co

SEC CIK: 0001137881
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Whittier Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 22,616
Value: $3.75M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Whittier Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,616	$3.75M	<0.1%	−2,864−11.2%	Reduced	Holders
Q1 2026	25,480	$4.71M	0.1%	−4,433−14.8%	Reduced	Holders
Q4 2025	29,913	$7.86M	0.1%	−4,022−11.9%	Reduced	Holders
Q3 2025	33,935	$8.16M	0.1%	−5,334−13.6%	Reduced	Holders
Q2 2025	39,269	$10.7M	0.1%	−82,228−67.7%	Reduced	Holders
Q1 2025	121,497	$32.6M	0.5%	+1,521+1.3%	Added	Holders
Q4 2024	119,976	$40.1M	0.5%	+11,919+11.0%	Added	Holders
Q3 2024	108,057	$29.6M	0.4%	+758+0.7%	Added	Holders
Q2 2024	107,299	$27.6M	0.4%	+3,361+3.2%	Added	Holders
Q1 2024	103,938	$31.3M	0.5%	+366+0.4%	Added	Holders
Q4 2023	103,572	$27.3M	0.4%	+4,330+4.4%	Added	Holders
Q3 2023	99,242	$20.1M	0.4%	+1,564+1.6%	Added	Holders
Q2 2023	97,678	$20.6M	0.4%	+25,765+35.8%	Added	Holders
Q1 2023	71,913	$14.4M	0.3%	+166+0.2%	Added	Holders
Q4 2022	71,747	$9.51M	0.2%	−1,160−1.6%	Reduced	Holders
Q3 2022	72,907	$10.5M	0.2%	−283−0.4%	Reduced	Holders
Q2 2022	73,190	$12.1M	0.2%	−540−0.7%	Reduced	Holders
Q1 2022	73,730	$15.7M	0.3%	−661−0.9%	Reduced	Holders
Q4 2021	74,391	$18.9M	0.3%	+332+0.4%	Added	Holders
Q3 2021	74,059	$20.1M	0.4%	+2,074+2.9%	Added	Holders
Q2 2021	71,985	$17.6M	0.3%	+3,029+4.4%	Added	Holders
Q1 2021	68,956	$14.6M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.