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Washington Trust Bank’s Salesforce CRM Stock Holding History

Washington Trust Bank’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
2024
Q2 		– Sell
-821
Closed -$247K – 209
2024
Q1 		$247K Buy
+821
New +$237K 0.02% 196
2022
Q2 		– Sell
-1,039
Closed -$221K – 222
2022
Q1 		$221K Buy
1,039
+2
+0.2% +$430 0.03% 210
2021
Q4 		$264K Buy
+1,037
New +$291K 0.03% 194
2021
Q1 		– Sell
-2,347
Closed -$522K – 189
2020
Q4 		$522K Buy
+2,347
New +$571K 0.07% 125
2019
Q2 		– Sell
-345
Closed -$55K – 264
2019
Q1 		$55K Hold
345
– – 0.01% 329
2018
Q4 		$47K Hold
345
– – 0.01% 344
2018
Q3 		$55K Sell
345
-413
-54% -$61.3K 0.01% 355
2018
Q2 		$103K Sell
758
-25
-3% -$3.19K 0.01% 296
2018
Q1 		$91K Sell
783
-41
-5% -$4.71K 0.01% 317
2017
Q4 		$84K Hold
824
– – 0.01% 340
2017
Q3 		$77K Sell
824
-128
-13% -$11.8K 0.01% 344
2017
Q2 		$82K Sell
952
-40
-4% -$3.48K 0.02% 309
2017
Q1 		$82K Buy
992
+239
+32% +$19.1K 0.02% 314
2016
Q4 		$52K Hold
753
– – 0.01% 385
2016
Q3 		$54K Buy
753
+37
+5% +$2.89K 0.01% 361
2016
Q2 		$57K Buy
716
+26
+4% +$2.04K 0.01% 342
2016
Q1 		$51K Buy
+690
New +$47.5K 0.01% 367
2015
Q3 		– Sell
-1,072
Closed -$75K – 776
2015
Q2 		$75K Hold
1,072
– – 0.02% 350
2015
Q1 		$72K Hold
1,072
– – 0.02% 382
2014
Q4 		$64K Hold
1,072
– – 0.02% 418
2014
Q3 		$62K Sell
1,072
-215
-17% -$12.1K 0.02% 425
2014
Q2 		$75K Buy
1,287
+215
+20% +$11.6K 0.02% 419
2014
Q1 		$61K Buy
+1,072
New +$64.1K 0.01% 442

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Washington Trust Bank's CRM Position: Q2 2024 in Review

Washington Trust Bank sold out of Salesforce (CRM) in Q2 2024, closing a stake of 821 shares — an estimated $247K sold.

Washington Trust Bank first reported a position in CRM in Q1 2014 and held it in 23 quarters. The position peaked at $522K in Q4 2020. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Washington Trust Bank reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Washington Trust Bank sold 821 Salesforce shares in Q2 2024, an estimated $247K.
  • Washington Trust Bank first reported a position in Salesforce in Q1 2014 and held it in 23 quarters.
  • Washington Trust Bank's Salesforce position peaked at $522K in Q4 2020.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Washington Trust Bank's 13F filing for Q2 2024, filed 29 Jul 2024.