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HighTower Trust Services, LTA

SEC CIK
0001090413
Latest filing
Apr 21, 2023

CRM holding history

Salesforce, Inc. in every 13F filed by HighTower Trust Services, LTA, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q1 2023 holdings

Shares (Q1 2023)
2,703
Value
$468.1K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2021
Holdings of CRM by HighTower Trust Services, LTA, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20232,703$468.1K<0.1%−290−9.7%ReducedHolders
Q4 20222,993$384.5K<0.1%−74−2.4%ReducedHolders
Q3 20223,067$441.0K<0.1%+98+3.3%AddedHolders
Q2 20222,969$498.0K0.1%+751+33.9%AddedHolders
Q1 20222,218$471.0K<0.1%+245+12.4%AddedHolders
Q4 20211,973$501.0K<0.1%+1,973NewHolders