A detailed history of Washington Trust Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 932 shares of CRM stock, worth $300,337. This represents 0.02% of its overall portfolio holdings.

Number of Shares
932
Previous 1,464 36.34%
Holding current value
$300,337
Previous $376,000 32.18%
% of portfolio
0.02%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$238.42 - $276.53 $126,839 - $147,113
-532 Reduced 36.34%
932 $255,000
Q2 2024

Jul 25, 2024

SELL
$218.01 - $304.74 $64,312 - $89,898
-295 Reduced 16.77%
1,464 $376,000
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $44,950 - $56,721
-179 Reduced 9.24%
1,759 $529,000
Q4 2023

Jan 18, 2024

SELL
$196.25 - $267.25 $117,553 - $160,082
-599 Reduced 23.61%
1,938 $509,000
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $9,112 - $10,546
45 Added 1.81%
2,537 $514,000
Q2 2023

Jul 27, 2023

BUY
$188.89 - $223.38 $15,300 - $18,093
81 Added 3.36%
2,492 $526,000
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $14,019 - $20,777
104 Added 4.51%
2,411 $481,000
Q4 2022

Feb 08, 2023

SELL
$128.21 - $165.27 $126,030 - $162,460
-983 Reduced 29.88%
2,307 $305,000
Q3 2022

Oct 14, 2022

BUY
$143.84 - $191.27 $58,111 - $77,273
404 Added 14.0%
3,290 $473,000
Q2 2022

Jul 25, 2022

SELL
$155.6 - $218.85 $93,360 - $131,310
-600 Reduced 17.21%
2,886 $476,000
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $108,607 - $145,612
570 Added 19.55%
3,486 $741,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $720,864 - $903,843
2,916 New
2,916 $741,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Washington Trust Advisors, Inc. Portfolio

Follow Washington Trust Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Washington Trust Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Washington Trust Advisors, Inc. with notifications on news.