Washington Trust’s Salesforce CRM Stock Holding History

Washington Trust’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.4M	Buy	71,251 +1,428	+2%	+$389K	0.69%	40
2025 Q1	$18.7M	Buy	69,823 +532	+0.8%	+$143K	0.72%	41
2024 Q4	$23.2M	Sell	69,291 -861	-1%	-$288K	0.83%	28
2024 Q3	$19.2M	Buy	70,152 +132	+0.2%	+$36.1K	0.67%	46
2024 Q2	$18M	Sell	70,020 -1,911	-3%	-$491K	0.66%	46
2024 Q1	$21.7M	Sell	71,931 -1,246	-2%	-$375K	0.8%	29
2023 Q4	$19.3M	Buy	73,177 +1,410	+2%	+$371K	0.76%	38
2023 Q3	$14.6M	Buy	71,767 +4,832	+7%	+$980K	0.64%	57
2023 Q2	$14.1M	Buy	66,935 +1,410	+2%	+$298K	0.6%	58
2023 Q1	$13.1M	Buy	65,525 +2,493	+4%	+$498K	0.59%	62
2022 Q4	$8.36M	Sell	63,032 -6,406	-9%	-$849K	0.39%	83
2022 Q3	$9.99M	Sell	69,438 -853	-1%	-$123K	0.5%	73
2022 Q2	$11.6M	Buy	70,291 +604	+0.9%	+$99.7K	0.54%	72
2022 Q1	$14.8M	Buy	69,687 +6,647	+11%	+$1.41M	0.59%	65
2021 Q4	$16M	Buy	63,040 +210	+0.3%	+$53.4K	0.6%	57
2021 Q3	$17M	Buy	62,830 +14	+0%	+$3.8K	0.48%	72
2021 Q2	$15.3M	Buy	62,816 +806	+1%	+$197K	0.43%	76
2021 Q1	$13.1M	Buy	62,010 +1,078	+2%	+$228K	0.4%	83
2020 Q4	$13.6M	Buy	60,932 +1,188	+2%	+$264K	0.44%	75
2020 Q3	$15M	Buy	59,744 +69	+0.1%	+$17.3K	0.55%	60
2020 Q2	$10.9M	Buy	59,675 +2,102	+4%	+$385K	0.45%	76
2020 Q1	$8.29M	Buy	57,573 +778	+1%	+$112K	0.4%	81
2019 Q4	$9.24M	Buy	56,795 +1,670	+3%	+$272K	0.36%	89
2019 Q3	$8.63M	Buy	55,125 +51,990	+1,658%	+$8.14M	0.46%	74
2019 Q2	$475K	Buy	3,135 +185	+6%	+$28K	0.03%	174
2019 Q1	$463K	Sell	2,950 -185	-6%	-$29K	0.03%	171
2018 Q4	$429K	Buy	3,135 +205	+7%	+$28.1K	0.03%	168
2018 Q3	$466K	Hold	2,930	–	–	0.02%	175
2018 Q2	$399K	Buy	2,930 +175	+6%	+$23.8K	0.02%	183
2018 Q1	$320K	Hold	2,755	–	–	0.02%	173
2017 Q4	$282K	Hold	2,755	–	–	0.02%	186
2017 Q3	$257K	Sell	2,755 -205	-7%	-$19.1K	0.02%	188
2017 Q2	$256K	Buy	+2,960	New	+$256K	0.02%	184