Diversified Trust’s Salesforce CRM Stock Holding History

Diversified Trust’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.58M	Buy	27,786 +6,430	+30%	+$1.75M	0.17%	77
2025 Q1	$5.73M	Buy	21,356 +5,457	+34%	+$1.46M	0.14%	88
2024 Q4	$5.32M	Buy	15,899 +3,706	+30%	+$1.24M	0.13%	93
2024 Q3	$3.34M	Sell	12,193 -1,576	-11%	-$431K	0.08%	147
2024 Q2	$3.54M	Buy	13,769 +3,594	+35%	+$924K	0.1%	115
2024 Q1	$3.06M	Sell	10,175 -896	-8%	-$270K	0.09%	131
2023 Q4	$2.91M	Sell	11,071 -2,226	-17%	-$586K	0.1%	115
2023 Q3	$2.7M	Buy	13,297 +1,553	+13%	+$315K	0.1%	112
2023 Q2	$2.48M	Sell	11,744 -1,111	-9%	-$235K	0.09%	124
2023 Q1	$2.57M	Sell	12,855 -67	-0.5%	-$13.4K	0.1%	116
2022 Q4	$1.71M	Buy	12,922 +2,102	+19%	+$279K	0.07%	153
2022 Q3	$1.56M	Buy	10,820 +1,042	+11%	+$150K	0.07%	143
2022 Q2	$1.61M	Buy	9,778 +691	+8%	+$114K	0.07%	144
2022 Q1	$1.93M	Sell	9,087 -1,940	-18%	-$412K	0.07%	145
2021 Q4	$2.8M	Sell	11,027 -160	-1%	-$40.7K	0.09%	116
2021 Q3	$3.03M	Buy	11,187 +346	+3%	+$93.8K	0.11%	102
2021 Q2	$2.65M	Buy	10,841 +552	+5%	+$135K	0.1%	112
2021 Q1	$2.18M	Buy	10,289 +99	+1%	+$21K	0.08%	120
2020 Q4	$2.27M	Buy	10,190 +1,398	+16%	+$311K	0.09%	112
2020 Q3	$2.21M	Buy	8,792 +3,185	+57%	+$801K	0.1%	110
2020 Q2	$1.05M	Sell	5,607 -24,674	-81%	-$4.62M	0.05%	149
2020 Q1	$4.36M	Buy	30,281 +1,754	+6%	+$253K	0.26%	50
2019 Q4	$4.64M	Sell	28,527 -2,087	-7%	-$339K	0.21%	55
2019 Q3	$4.54M	Buy	30,614 +4,931	+19%	+$732K	0.21%	49
2019 Q2	$3.9M	Buy	25,683 +2,417	+10%	+$367K	0.19%	56
2019 Q1	$3.69M	Sell	23,266 -24	-0.1%	-$3.8K	0.18%	54
2018 Q4	$3.19M	Buy	23,290 +5	+0%	+$685	0.18%	49
2018 Q3	$3.7M	Sell	23,285 -1,385	-6%	-$220K	0.18%	47
2018 Q2	$3.37M	Buy	24,670 +8	+0%	+$1.09K	0.21%	45
2018 Q1	$2.87M	Buy	24,662 +12	+0%	+$1.4K	0.18%	51
2017 Q4	$2.52M	Hold	24,650	–	–	0.15%	62
2017 Q3	$2.3M	Sell	24,650 -10,280	-29%	-$960K	0.18%	61
2017 Q2	$3.03M	Sell	34,930 -5,350	-13%	-$463K	0.25%	39
2017 Q1	$3.32M	Sell	40,280 -3,829	-9%	-$316K	0.26%	40
2016 Q4	$3.02M	Buy	+44,109	New	+$3.02M	0.26%	42
2016 Q3	–	Sell	-46,315	Closed	-$3.68M	–	304
2016 Q2	$3.68M	Sell	46,315 -6,095	-12%	-$484K	0.42%	36
2016 Q1	$3.87M	Buy	52,410 +7,858	+18%	+$580K	0.43%	41
2015 Q4	$3.49M	Buy	44,552 +4,922	+12%	+$386K	0.37%	48
2015 Q3	$2.75M	Sell	39,630 -3,700	-9%	-$257K	0.3%	75
2015 Q2	$3.02M	Hold	43,330	–	–	0.29%	75
2015 Q1	$2.9M	Hold	43,330	–	–	0.25%	88
2014 Q4	$2.57M	Buy	+43,330	New	+$2.57M	0.23%	96
2014 Q2	$2.69M	Buy	+46,325	New	+$2.69M	0.22%	90
2013 Q4	$2.98M	Sell	53,900 -9,040	-14%	-$499K	0.3%	45
2013 Q3	$3.27M	Buy	62,940 +16,640	+36%	+$864K	0.35%	40
2013 Q2	$1.77M	Buy	+46,300	New	+$1.77M	0.21%	79