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Washington Trust Advisors’s Salesforce CRM Stock Holding History

Washington Trust Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.6K Sell
585
-393
-40% -$69.1K 0.01% 299
2026
Q1 		$183K Sell
978
-187
-16% -$38.7K 0.01% 231
2025
Q4 		$309K Buy
1,165
+207
+22% +$51.4K 0.02% 179
2025
Q3 		$227K Buy
958
+73
+8% +$18.4K 0.02% 210
2025
Q2 		$241K Sell
885
-75
-8% -$20.1K 0.02% 185
2025
Q1 		$258K Buy
960
+116
+14% +$36.1K 0.02% 172
2024
Q4 		$282K Sell
844
-88
-9% -$28.1K 0.02% 166
2024
Q3 		$255K Sell
932
-532
-36% -$136K 0.02% 182
2024
Q2 		$376K Sell
1,464
-295
-17% -$78.9K 0.03% 141
2024
Q1 		$530K Sell
1,759
-179
-9% -$51.6K 0.05% 119
2023
Q4 		$510K Sell
1,938
-599
-24% -$136K 0.05% 125
2023
Q3 		$514K Buy
2,537
+45
+2% +$9.72K 0.05% 120
2023
Q2 		$526K Buy
2,492
+81
+3% +$16.5K 0.05% 120
2023
Q1 		$482K Buy
2,411
+104
+5% +$17.6K 0.05% 124
2022
Q4 		$306K Sell
2,307
-983
-30% -$143K 0.03% 145
2022
Q3 		$473K Buy
3,290
+404
+14% +$68.5K 0.04% 135
2022
Q2 		$476K Sell
2,886
-600
-17% -$106K 0.04% 137
2022
Q1 		$741K Buy
3,486
+570
+20% +$123K 0.05% 127
2021
Q4 		$741K Buy
+2,916
New +$819K 0.05% 135

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Washington Trust Advisors's CRM Position: Q2 2026 in Review

Washington Trust Advisors reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $69.1K and leaving 585 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #299.

Washington Trust Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $741K in Q1 2022. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Washington Trust Advisors held 585 shares of Salesforce worth $91.6K as of Q2 2026.
  • Washington Trust Advisors sold 393 Salesforce shares in Q2 2026, an estimated $69.1K.
  • Salesforce made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #299 holding.
  • Washington Trust Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Salesforce position peaked at $741K in Q1 2022.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.