WT
Whittier Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
39,269
-82,228
| -68% | -$22.4M | 0.13% | 137 |
|
|
2025
Q1 | $32.6M | Buy |
121,497
+1,521
| +1% | +$408K | 0.45% | 50 |
|
|
2024
Q4 | $40.1M | Buy |
119,976
+11,919
| +11% | +$3.98M | 0.53% | 44 |
|
|
2024
Q3 | $29.6M | Buy |
108,057
+758
| +0.7% | +$207K | 0.4% | 57 |
|
|
2024
Q2 | $27.6M | Buy |
107,299
+3,361
| +3% | +$864K | 0.39% | 57 |
|
|
2024
Q1 | $31.3M | Buy |
103,938
+366
| +0.4% | +$110K | 0.46% | 49 |
|
|
2023
Q4 | $27.3M | Buy |
103,572
+4,330
| +4% | +$1.14M | 0.44% | 53 |
|
|
2023
Q3 | $20.1M | Buy |
99,242
+1,564
| +2% | +$317K | 0.36% | 67 |
|
|
2023
Q2 | $20.6M | Buy |
97,678
+25,765
| +36% | +$5.44M | 0.36% | 70 |
|
|
2023
Q1 | $14.4M | Buy |
71,913
+166
| +0.2% | +$33.2K | 0.26% | 91 |
|
|
2022
Q4 | $9.51M | Sell |
71,747
-1,160
| -2% | -$154K | 0.19% | 121 |
|
|
2022
Q3 | $10.5M | Sell |
72,907
-283
| -0.4% | -$40.7K | 0.22% | 108 |
|
|
2022
Q2 | $12.1M | Sell |
73,190
-540
| -0.7% | -$89.1K | 0.24% | 99 |
|
|
2022
Q1 | $15.7M | Sell |
73,730
-661
| -0.9% | -$140K | 0.26% | 94 |
|
|
2021
Q4 | $18.9M | Buy |
74,391
+332
| +0.4% | +$84.4K | 0.31% | 86 |
|
|
2021
Q3 | $20.1M | Buy |
74,059
+2,074
| +3% | +$563K | 0.37% | 70 |
|
|
2021
Q2 | $17.6M | Buy |
71,985
+3,029
| +4% | +$740K | 0.31% | 81 |
|
|
2021
Q1 | $14.6M | Buy |
68,956
+10,045
| +17% | +$2.13M | 0.28% | 87 |
|
|
2020
Q4 | $13.1M | Buy |
58,911
+1,186
| +2% | +$264K | 0.28% | 89 |
|
|
2020
Q3 | $14.5M | Buy |
57,725
+3,876
| +7% | +$974K | 0.35% | 69 |
|
|
2020
Q2 | $10.1M | Sell |
53,849
-2,663
| -5% | -$499K | 0.28% | 89 |
|
|
2020
Q1 | $8.14M | Sell |
56,512
-1,218
| -2% | -$175K | 0.27% | 89 |
|
|
2019
Q4 | $9.39M | Sell |
57,730
-27,994
| -33% | -$4.55M | 0.25% | 105 |
|
|
2019
Q3 | $12.7M | Buy |
85,724
+1,251
| +1% | +$186K | 0.36% | 77 |
|
|
2019
Q2 | $12.8M | Buy |
84,473
+4,071
| +5% | +$618K | 0.38% | 72 |
|
|
2019
Q1 | $12.7M | Buy |
80,402
+7,692
| +11% | +$1.22M | 0.39% | 70 |
|
|
2018
Q4 | $9.96M | Buy |
72,710
+2,234
| +3% | +$306K | 0.34% | 78 |
|
|
2018
Q3 | $11.2M | Buy |
70,476
+539
| +0.8% | +$85.7K | 0.35% | 80 |
|
|
2018
Q2 | $9.54M | Buy |
69,937
+516
| +0.7% | +$70.4K | 0.32% | 92 |
|
|
2018
Q1 | $8.07M | Buy |
69,421
+2,481
| +4% | +$289K | 0.27% | 106 |
|
|
2017
Q4 | $6.84M | Buy |
66,940
+3,701
| +6% | +$378K | 0.24% | 114 |
|
|
2017
Q3 | $5.91M | Buy |
63,239
+6,701
| +12% | +$626K | 0.22% | 122 |
|
|
2017
Q2 | $4.9M | Buy |
56,538
+1,775
| +3% | +$154K | 0.19% | 129 |
|
|
2017
Q1 | $4.52M | Buy |
54,763
+1,802
| +3% | +$149K | 0.18% | 134 |
|
|
2016
Q4 | $3.63M | Buy |
52,961
+297
| +0.6% | +$20.3K | 0.15% | 150 |
|
|
2016
Q3 | $3.76M | Buy |
52,664
+791
| +2% | +$56.4K | 0.16% | 146 |
|
|
2016
Q2 | $4.12M | Buy |
51,873
+1,634
| +3% | +$130K | 0.18% | 137 |
|
|
2016
Q1 | $3.71M | Buy |
50,239
+2,484
| +5% | +$183K | 0.16% | 144 |
|
|
2015
Q4 | $3.74M | Buy |
47,755
+2,323
| +5% | +$182K | 0.17% | 143 |
|
|
2015
Q3 | $3.15M | Buy |
45,432
+1,675
| +4% | +$116K | 0.15% | 151 |
|
|
2015
Q2 | $3.05M | Buy |
43,757
+2,557
| +6% | +$178K | 0.14% | 169 |
|
|
2015
Q1 | $2.75M | Buy |
41,200
+3,856
| +10% | +$258K | 0.13% | 161 |
|
|
2014
Q4 | $2.22M | Sell |
37,344
-314
| -0.8% | -$18.6K | 0.11% | 175 |
|
|
2014
Q3 | $2.17M | Buy |
37,658
+1,198
| +3% | +$68.9K | 0.11% | 172 |
|
|
2014
Q2 | $2.12M | Buy |
36,460
+824
| +2% | +$47.9K | 0.1% | 172 |
|
|
2014
Q1 | $2.03M | Buy |
35,636
+34,944
| +5,050% | +$1.99M | 0.1% | 165 |
|
|
2013
Q4 | $38K | Hold |
692
| – | – | ﹤0.01% | 717 |
|
|
2013
Q3 | $36K | Hold |
692
| – | – | ﹤0.01% | 720 |
|
|
2013
Q2 | $26K | Buy |
+692
| New | +$26K | ﹤0.01% | 752 |
|