DWT
Dorsey & Whitney Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
17,456
-609
| -3% | -$166K | 0.25% | 87 |
|
|
2025
Q1 | $4.85M | Sell |
18,065
-185
| -1% | -$49.6K | 0.28% | 80 |
|
|
2024
Q4 | $6.1M | Sell |
18,250
-110
| -0.6% | -$36.8K | 0.34% | 67 |
|
|
2024
Q3 | $5.03M | Buy |
18,360
+1,094
| +6% | +$299K | 0.27% | 87 |
|
|
2024
Q2 | $4.44M | Sell |
17,266
-2,267
| -12% | -$583K | 0.31% | 82 |
|
|
2024
Q1 | $5.88M | Sell |
19,533
-587
| -3% | -$177K | 0.4% | 61 |
|
|
2023
Q4 | $5.29M | Sell |
20,120
-1,556
| -7% | -$409K | 0.41% | 63 |
|
|
2023
Q3 | $4.4M | Sell |
21,676
-470
| -2% | -$95.3K | 0.38% | 69 |
|
|
2023
Q2 | $4.68M | Buy |
22,146
+1,879
| +9% | +$397K | 0.39% | 67 |
|
|
2023
Q1 | $4.05M | Buy |
20,267
+1,673
| +9% | +$334K | 0.37% | 70 |
|
|
2022
Q4 | $2.47M | Sell |
18,594
-1,067
| -5% | -$141K | 0.24% | 98 |
|
|
2022
Q3 | $2.83M | Buy |
19,661
+1,033
| +6% | +$149K | 0.3% | 82 |
|
|
2022
Q2 | $3.08M | Buy |
18,628
+3,118
| +20% | +$515K | 0.31% | 74 |
|
|
2022
Q1 | $3.29M | Buy |
15,510
+7,700
| +99% | +$1.64M | 0.29% | 85 |
|
|
2021
Q4 | $1.98M | Buy |
7,810
+3,250
| +71% | +$826K | 0.17% | 126 |
|
|
2021
Q3 | $1.24M | Buy |
4,560
+3
| +0.1% | +$812 | 0.11% | 162 |
|
|
2021
Q2 | $1.11M | Buy |
4,557
+338
| +8% | +$82.5K | 0.11% | 179 |
|
|
2021
Q1 | $896K | Buy |
4,219
+426
| +11% | +$90.5K | 0.09% | 196 |
|
|
2020
Q4 | $844K | Buy |
3,793
+26
| +0.7% | +$5.79K | 0.1% | 177 |
|
|
2020
Q3 | $947K | Sell |
3,767
-81
| -2% | -$20.4K | 0.13% | 156 |
|
|
2020
Q2 | $721K | Buy |
3,848
+795
| +26% | +$149K | 0.1% | 179 |
|
|
2020
Q1 | $440K | Buy |
3,053
+365
| +14% | +$52.6K | 0.07% | 217 |
|
|
2019
Q4 | $438K | Buy |
2,688
+406
| +18% | +$66.2K | 0.06% | 247 |
|
|
2019
Q3 | $338K | Buy |
2,282
+462
| +25% | +$68.4K | 0.05% | 282 |
|
|
2019
Q2 | $276K | Sell |
1,820
-27
| -1% | -$4.1K | 0.04% | 305 |
|
|
2019
Q1 | $293K | Buy |
1,847
+209
| +13% | +$33.2K | 0.05% | 286 |
|
|
2018
Q4 | $225K | Sell |
1,638
-19
| -1% | -$2.61K | 0.04% | 311 |
|
|
2018
Q3 | $264K | Buy |
+1,657
| New | +$264K | 0.04% | 320 |
|