Guardian Capital Advisors (Canada)’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,230	Closed	-$311K	–	170
2024 Q2	$311K	Sell	1,230 -1,800	-59%	-$482K	0.03%	151
2024 Q1	$837K	Sell	3,030 -612	-17%	-$177K	0.09%	110
2023 Q4	$950K	Buy	+3,642	New	+$824K	0.1%	111
2022 Q3	–	Sell	-5,492	Closed	-$884K	–	159
2022 Q2	$884K	Sell	5,492 -5,641	-51%	-$997K	0.1%	100
2022 Q1	$2.17M	Buy	11,133 +1,831	+20%	+$394K	0.21%	78
2021 Q4	$2.21M	Buy	9,302 +50	+0.5%	+$14K	0.21%	79
2021 Q3	$2.51M	Buy	9,252 +490	+6%	+$124K	0.26%	74
2021 Q2	$2.17M	Buy	8,762 +670	+8%	+$154K	0.22%	76
2021 Q1	$1.84M	Buy	8,092 +3,487	+76%	+$776K	0.21%	79
2020 Q4	$1.02M	Buy	4,605 +2,125	+86%	+$517K	0.14%	93
2020 Q3	$649K	Buy	+2,480	New	+$543K	0.1%	98
2019 Q3	–	Sell	-1,530	Closed	-$238K	–	161
2019 Q2	$238K	Hold	1,530	–	–	0.03%	149
2019 Q1	$239K	Buy	+1,530	New	+$237K	0.03%	144