TD Ameritrade Investment Management’s Salesforce CRM Stock Holding History

TD Ameritrade Investment Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-116	Closed	-$25K	–	99
2023 Q2	$25K	Sell	116 -53	-31%	-$10.8K	﹤0.01%	272
2023 Q1	$34K	Sell	169 -2	-1%	-$338	﹤0.01%	265
2022 Q4	$23K	Buy	+171	New	+$25K	﹤0.01%	314
2019 Q3	–	Sell	-74	Closed	-$11K	–	643
2019 Q2	$11K	Sell	74 -566	-88%	-$88.7K	﹤0.01%	373
2019 Q1	$101K	Buy	640 +484	+310%	+$75K	﹤0.01%	193
2018 Q4	$21K	Buy	156 +82	+111%	+$11.3K	﹤0.01%	296
2018 Q3	$12K	Buy	74 +21	+40%	+$3.12K	﹤0.01%	316
2018 Q2	$7K	Buy	+53	New	+$6.76K	﹤0.01%	243

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TD Ameritrade Investment Management's CRM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Salesforce (CRM) in Q3 2023, closing a stake of 116 shares — an estimated $25K sold.

TD Ameritrade Investment Management first reported a position in CRM in Q2 2018 and held it in 8 quarters. The position peaked at $101K in Q1 2019. 2,285 funds tracked by Wall St. Rank hold CRM as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Salesforce position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 116 Salesforce shares in Q3 2023, an estimated $25K.
TD Ameritrade Investment Management first reported a position in Salesforce in Q2 2018 and held it in 8 quarters.
TD Ameritrade Investment Management's Salesforce position peaked at $101K in Q1 2019.
2,285 funds tracked by Wall St. Rank held Salesforce as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.