CAM
Cidel Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
49,392
-9,443
| -16% | -$2.58M | 0.81% | 41 |
|
|
2025
Q1 | $15.8M | Buy |
58,835
+217
| +0.4% | +$58.2K | 1.03% | 34 |
|
|
2024
Q4 | $19.6M | Buy |
58,618
+562
| +1% | +$188K | 1.32% | 25 |
|
|
2024
Q3 | $15.9M | Buy |
58,056
+389
| +0.7% | +$106K | 1.12% | 32 |
|
|
2024
Q2 | $14.8M | Sell |
57,667
-5,577
| -9% | -$1.43M | 1.15% | 31 |
|
|
2024
Q1 | $19M | Sell |
63,244
-495
| -0.8% | -$149K | 1.45% | 21 |
|
|
2023
Q4 | $16.8M | Buy |
63,739
+2,956
| +5% | +$778K | 0.72% | 40 |
|
|
2023
Q3 | $12.3M | Sell |
60,783
-12,911
| -18% | -$2.62M | 0.62% | 45 |
|
|
2023
Q2 | $15.6M | Sell |
73,694
-12,400
| -14% | -$2.62M | 0.71% | 42 |
|
|
2023
Q1 | $17.2M | Buy |
86,094
+49,971
| +138% | +$9.98M | 0.79% | 42 |
|
|
2022
Q4 | $4.79M | Buy |
+36,123
| New | +$4.79M | 0.22% | 68 |
|