CIBC Private Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518M | Buy |
1,898,621
+31,853
| +2% | +$8.69M | 0.92% | 15 |
|
|
2025
Q1 | $455M | Buy |
1,866,768
+1,133
| +0.1% | +$276K | 0.96% | 19 |
|
|
2024
Q4 | $610M | Sell |
1,865,635
-67,751
| -4% | -$22.1M | 1.11% | 13 |
|
|
2024
Q3 | $529M | Sell |
1,933,386
-4,001
| -0.2% | -$1.1M | 0.95% | 17 |
|
|
2024
Q2 | $499M | Buy |
1,937,387
+265,977
| +16% | +$68.5M | 0.94% | 19 |
|
|
2024
Q1 | $505M | Sell |
1,671,410
-37,958
| -2% | -$11.5M | 0.99% | 20 |
|
|
2023
Q4 | $450M | Sell |
1,709,368
-282,906
| -14% | -$74.4M | 0.95% | 20 |
|
|
2023
Q3 | $404M | Sell |
1,992,274
-43,582
| -2% | -$8.84M | 0.96% | 20 |
|
|
2023
Q2 | $430M | Sell |
2,035,856
-34,387
| -2% | -$7.26M | 0.94% | 22 |
|
|
2023
Q1 | $122M | Buy |
2,070,243
+225,565
| +12% | +$13.3M | 0.27% | 88 |
|
|
2022
Q4 | $225M | Sell |
1,844,678
-185,600
| -9% | -$22.7M | 0.76% | 46 |
|
|
2022
Q3 | $292M | Buy |
2,030,278
+4,716
| +0.2% | +$678K | 0.79% | 34 |
|
|
2022
Q2 | $334M | Sell |
2,025,562
-21,010
| -1% | -$3.47M | 0.87% | 31 |
|
|
2022
Q1 | $435M | Buy |
2,046,572
+223,056
| +12% | +$47.4M | 0.95% | 22 |
|
|
2021
Q4 | $463M | Buy |
1,823,516
+16,006
| +0.9% | +$4.07M | 0.96% | 21 |
|
|
2021
Q3 | $490M | Buy |
1,807,510
+284,535
| +19% | +$77.2M | 1.14% | 15 |
|
|
2021
Q2 | $372M | Buy |
1,522,975
+247,867
| +19% | +$60.5M | 0.85% | 28 |
|
|
2021
Q1 | $270M | Buy |
1,275,108
+265,971
| +26% | +$56.4M | 0.68% | 43 |
|
|
2020
Q4 | $225M | Buy |
1,009,137
+19,069
| +2% | +$4.24M | 0.59% | 52 |
|
|
2020
Q3 | $248M | Buy |
990,068
+179,577
| +22% | +$45.1M | 0.76% | 37 |
|
|
2020
Q2 | $152M | Sell |
810,491
-5,524
| -0.7% | -$1.03M | 0.74% | 48 |
|
|
2020
Q1 | $117M | Buy |
816,015
+732,956
| +882% | +$106M | 0.5% | 56 |
|
|
2019
Q4 | $13.5M | Buy |
83,059
+21,468
| +35% | +$3.49M | 0.04% | 251 |
|
|
2019
Q3 | $9.14M | Sell |
61,591
-305,649
| -83% | -$45.4M | 0.03% | 289 |
|
|
2019
Q2 | $55.7M | Sell |
367,240
-245,311
| -40% | -$37.2M | 0.2% | 122 |
|
|
2019
Q1 | $97M | Buy |
612,551
+108,613
| +22% | +$17.2M | 0.37% | 87 |
|
|
2018
Q4 | $69M | Buy |
503,938
+775
| +0.2% | +$106K | 0.31% | 93 |
|
|
2018
Q3 | $80M | Sell |
503,163
-2,565
| -0.5% | -$408K | 0.3% | 99 |
|
|
2018
Q2 | $69M | Buy |
505,728
+16,622
| +3% | +$2.27M | 0.28% | 102 |
|
|
2018
Q1 | $56.9M | Buy |
489,106
+168,160
| +52% | +$19.6M | 0.25% | 115 |
|
|
2017
Q4 | $32.8M | Sell |
320,946
-1,210
| -0.4% | -$124K | 0.14% | 162 |
|
|
2017
Q3 | $30.1M | Buy |
+322,156
| New | +$30.1M | 0.14% | 157 |
|