Washington Trust Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
885
-75
| -8% | -$20.5K | 0.02% | 185 |
|
|
2025
Q1 | $258K | Buy |
960
+116
| +14% | +$31.1K | 0.02% | 172 |
|
|
2024
Q4 | $282K | Sell |
844
-88
| -9% | -$29.4K | 0.02% | 166 |
|
|
2024
Q3 | $255K | Sell |
932
-532
| -36% | -$146K | 0.02% | 182 |
|
|
2024
Q2 | $376K | Sell |
1,464
-295
| -17% | -$75.8K | 0.03% | 141 |
|
|
2024
Q1 | $530K | Sell |
1,759
-179
| -9% | -$53.9K | 0.05% | 119 |
|
|
2023
Q4 | $510K | Sell |
1,938
-599
| -24% | -$158K | 0.05% | 125 |
|
|
2023
Q3 | $514K | Buy |
2,537
+45
| +2% | +$9.12K | 0.05% | 120 |
|
|
2023
Q2 | $526K | Buy |
2,492
+81
| +3% | +$17.1K | 0.05% | 120 |
|
|
2023
Q1 | $482K | Buy |
2,411
+104
| +5% | +$20.8K | 0.05% | 124 |
|
|
2022
Q4 | $306K | Sell |
2,307
-983
| -30% | -$130K | 0.03% | 145 |
|
|
2022
Q3 | $473K | Buy |
3,290
+404
| +14% | +$58.1K | 0.04% | 135 |
|
|
2022
Q2 | $476K | Sell |
2,886
-600
| -17% | -$99K | 0.04% | 137 |
|
|
2022
Q1 | $741K | Buy |
3,486
+570
| +20% | +$121K | 0.05% | 127 |
|
|
2021
Q4 | $741K | Buy |
+2,916
| New | +$741K | 0.05% | 135 |
|