Dorsey & Whitney Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
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|
2025
Q1 | $4.85M | Sell |
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|
2024
Q4 | $6.1M | Sell |
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|
2024
Q3 | $5.03M | Buy |
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|
2024
Q2 | $4.44M | Sell |
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|
2024
Q1 | $5.88M | Sell |
|
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|
2023
Q4 | $5.29M | Sell |
|
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|
2023
Q3 | $4.4M | Sell |
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|
2023
Q2 | $4.68M | Buy |
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|
2023
Q1 | $4.05M | Buy |
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|
2022
Q4 | $2.47M | Sell |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.29M | Buy |
|
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $896K | Buy |
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|
2020
Q4 | $844K | Buy |
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|
2020
Q3 | $947K | Sell |
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|
2020
Q2 | $721K | Buy |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $438K | Buy |
|
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|
2019
Q3 | $338K | Buy |
|
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $264K | Buy |
|