Perkins Coie Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
485
-2
| -0.4% | -$545 | 0.02% | 138 |
|
|
2025
Q1 | $131K | Buy |
487
+352
| +261% | +$94.5K | 0.03% | 133 |
|
|
2024
Q4 | $45.1K | Hold |
135
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $36.9K | Hold |
135
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $34.7K | Hold |
135
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $40.7K | Sell |
135
-29
| -18% | -$8.73K | 0.01% | 168 |
|
|
2023
Q4 | $43.2K | Sell |
164
-14
| -8% | -$3.68K | 0.01% | 163 |
|
|
2023
Q3 | $36.1K | Buy |
178
+14
| +9% | +$2.84K | 0.01% | 168 |
|
|
2023
Q2 | $34.6K | Hold |
164
| – | – | 0.01% | 139 |
|
|
2023
Q1 | $32.8K | Hold |
164
| – | – | 0.01% | 144 |
|
|
2022
Q4 | $21.7K | Sell |
164
-38
| -19% | -$5.04K | 0.01% | 158 |
|
|
2022
Q3 | $29K | Sell |
202
-72
| -26% | -$10.3K | 0.01% | 147 |
|
|
2022
Q2 | $45K | Sell |
274
-24
| -8% | -$3.94K | 0.02% | 129 |
|
|
2022
Q1 | $63K | Buy |
298
+24
| +9% | +$5.07K | 0.02% | 126 |
|
|
2021
Q4 | $70K | Sell |
274
-13
| -5% | -$3.32K | 0.02% | 125 |
|
|
2021
Q3 | $78K | Hold |
287
| – | – | 0.02% | 127 |
|
|
2021
Q2 | $70K | Sell |
287
-40
| -12% | -$9.76K | 0.02% | 137 |
|
|
2021
Q1 | $69K | Hold |
327
| – | – | 0.02% | 131 |
|
|
2020
Q4 | $73K | Hold |
327
| – | – | 0.02% | 132 |
|
|
2020
Q3 | $82K | Hold |
327
| – | – | 0.03% | 119 |
|
|
2020
Q2 | $61K | Hold |
327
| – | – | 0.03% | 135 |
|
|
2020
Q1 | $47K | Buy |
327
+8
| +3% | +$1.15K | 0.02% | 153 |
|
|
2019
Q4 | $52K | Hold |
319
| – | – | 0.02% | 170 |
|
|
2019
Q3 | $47K | Hold |
319
| – | – | 0.02% | 171 |
|
|
2019
Q2 | $48K | Hold |
319
| – | – | 0.02% | 167 |
|
|
2019
Q1 | $51K | Hold |
319
| – | – | 0.02% | 160 |
|
|
2018
Q4 | $44K | Hold |
319
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $51K | Hold |
319
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $44K | Hold |
319
| – | – | 0.02% | 174 |
|
|
2018
Q1 | $37K | Hold |
319
| – | – | 0.02% | 193 |
|
|
2017
Q4 | $33K | Hold |
319
| – | – | 0.02% | 200 |
|
|
2017
Q3 | $30K | Hold |
319
| – | – | 0.02% | 205 |
|
|
2017
Q2 | $28K | Hold |
319
| – | – | 0.02% | 207 |
|
|
2017
Q1 | $26K | Hold |
319
| – | – | 0.02% | 205 |
|
|
2016
Q4 | $22K | Buy |
+319
| New | +$22K | 0.01% | 215 |
|