Washington Trust Advisors’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 | $241K | Sell |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $255K | Sell |
|
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|
2024
Q2 | $376K | Sell |
|
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|
2024
Q1 | $530K | Sell |
|
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $514K | Buy |
|
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $482K | Buy |
|
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $741K | Buy |
|