WhitTier Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Sell |
19,451
-37,593
| -66% | -$10.3M | 0.12% | 152 |
|
|
2025
Q1 | $15.3M | Buy |
57,044
+2,056
| +4% | +$552K | 0.39% | 60 |
|
|
2024
Q4 | $18.4M | Buy |
54,988
+7,289
| +15% | +$2.44M | 0.45% | 51 |
|
|
2024
Q3 | $13.1M | Buy |
47,699
+410
| +0.9% | +$112K | 0.34% | 66 |
|
|
2024
Q2 | $12.2M | Buy |
47,289
+439
| +0.9% | +$113K | 0.34% | 66 |
|
|
2024
Q1 | $14.1M | Buy |
46,850
+2,066
| +5% | +$622K | 0.4% | 62 |
|
|
2023
Q4 | $11.8M | Sell |
44,784
-53
| -0.1% | -$13.9K | 0.38% | 62 |
|
|
2023
Q3 | $9.09M | Sell |
44,837
-670
| -1% | -$136K | 0.32% | 74 |
|
|
2023
Q2 | $9.61M | Buy |
45,507
+11,631
| +34% | +$2.46M | 0.33% | 74 |
|
|
2023
Q1 | $6.77M | Sell |
33,876
-199
| -0.6% | -$39.8K | 0.25% | 96 |
|
|
2022
Q4 | $4.52M | Buy |
34,075
+10
| +0% | +$1.33K | 0.18% | 125 |
|
|
2022
Q3 | $4.9M | Sell |
34,065
-1,176
| -3% | -$169K | 0.21% | 112 |
|
|
2022
Q2 | $5.82M | Buy |
35,241
+1,224
| +4% | +$202K | 0.24% | 98 |
|
|
2022
Q1 | $7.22M | Buy |
34,017
+2,697
| +9% | +$573K | 0.26% | 90 |
|
|
2021
Q4 | $7.96M | Buy |
31,320
+877
| +3% | +$223K | 0.29% | 79 |
|
|
2021
Q3 | $8.26M | Buy |
30,443
+259
| +0.9% | +$70.2K | 0.34% | 74 |
|
|
2021
Q2 | $7.37M | Buy |
30,184
+1,995
| +7% | +$487K | 0.31% | 79 |
|
|
2021
Q1 | $5.97M | Buy |
28,189
+5,754
| +26% | +$1.22M | 0.27% | 90 |
|
|
2020
Q4 | $4.99M | Buy |
22,435
+584
| +3% | +$130K | 0.25% | 97 |
|
|
2020
Q3 | $5.49M | Sell |
21,851
-73
| -0.3% | -$18.3K | 0.32% | 78 |
|
|
2020
Q2 | $4.11M | Sell |
21,924
-1,146
| -5% | -$215K | 0.26% | 94 |
|
|
2020
Q1 | $3.32M | Buy |
23,070
+564
| +3% | +$81.2K | 0.26% | 92 |
|
|
2019
Q4 | $3.66M | Sell |
22,506
-7,037
| -24% | -$1.14M | 0.23% | 101 |
|
|
2019
Q3 | $4.39M | Buy |
29,543
+630
| +2% | +$93.5K | 0.31% | 90 |
|
|
2019
Q2 | $4.39M | Buy |
28,913
+872
| +3% | +$132K | 0.31% | 89 |
|
|
2019
Q1 | $4.44M | Buy |
28,041
+3,540
| +14% | +$561K | 0.33% | 85 |
|
|
2018
Q4 | $3.36M | Sell |
24,501
-815
| -3% | -$112K | 0.28% | 96 |
|
|
2018
Q3 | $4.03M | Buy |
25,316
+531
| +2% | +$84.4K | 0.29% | 90 |
|
|
2018
Q2 | $3.38M | Buy |
24,785
+514
| +2% | +$70.1K | 0.27% | 97 |
|
|
2018
Q1 | $2.82M | Buy |
24,271
+1,215
| +5% | +$141K | 0.23% | 108 |
|
|
2017
Q4 | $2.36M | Buy |
23,056
+1,230
| +6% | +$126K | 0.2% | 116 |
|
|
2017
Q3 | $2.04M | Buy |
21,826
+375
| +2% | +$35K | 0.19% | 121 |
|
|
2017
Q2 | $1.86M | Buy |
21,451
+359
| +2% | +$31.1K | 0.18% | 131 |
|
|
2017
Q1 | $1.74M | Buy |
21,092
+895
| +4% | +$73.8K | 0.17% | 132 |
|
|
2016
Q4 | $1.38M | Buy |
20,197
+314
| +2% | +$21.5K | 0.15% | 143 |
|
|
2016
Q3 | $1.42M | Sell |
19,883
-1,072
| -5% | -$76.5K | 0.16% | 135 |
|
|
2016
Q2 | $1.66M | Buy |
20,955
+18
| +0.1% | +$1.43K | 0.19% | 120 |
|
|
2016
Q1 | $1.55M | Sell |
20,937
-841
| -4% | -$62.1K | 0.18% | 128 |
|
|
2015
Q4 | $1.71M | Buy |
21,778
+375
| +2% | +$29.4K | 0.2% | 121 |
|
|
2015
Q3 | $1.49M | Buy |
21,403
+1,105
| +5% | +$76.7K | 0.18% | 124 |
|
|
2015
Q2 | $1.41M | Buy |
20,298
+18
| +0.1% | +$1.25K | 0.16% | 137 |
|
|
2015
Q1 | $1.36M | Buy |
20,280
+354
| +2% | +$23.7K | 0.15% | 145 |
|
|
2014
Q4 | $1.18M | Buy |
19,926
+291
| +1% | +$17.2K | 0.13% | 160 |
|
|
2014
Q3 | $1.13M | Sell |
19,635
-28
| -0.1% | -$1.61K | 0.13% | 159 |
|
|
2014
Q2 | $1.14M | Buy |
19,663
+3,810
| +24% | +$221K | 0.13% | 163 |
|
|
2014
Q1 | $905K | Buy |
15,853
+15,693
| +9,808% | +$896K | 0.11% | 182 |
|
|
2013
Q4 | $9K | Hold |
160
| – | – | ﹤0.01% | 785 |
|
|
2013
Q3 | $8K | Hold |
160
| – | – | ﹤0.01% | 781 |
|
|
2013
Q2 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 797 |
|