TD Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Buy |
112
+86
| +331% | +$23.5K | ﹤0.01% | 268 |
|
|
2025
Q1 | $7K | Hold |
26
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $8.71K | Hold |
26
| – | – | ﹤0.01% | 297 |
|
|
2024
Q3 | $7.12K | Buy |
26
+17
| +189% | +$4.66K | ﹤0.01% | 314 |
|
|
2024
Q2 | $2.32K | Hold |
9
| – | – | ﹤0.01% | 354 |
|
|
2024
Q1 | $2.71K | Hold |
9
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $2.37K | Buy |
+9
| New | +$2.37K | ﹤0.01% | 358 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$4.23K | – | 419 |
|
|
2023
Q2 | $4.23K | Hold |
20
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $2.65K | Hold |
20
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 296 |
|
|
2022
Q1 | – | Sell |
-55
| Closed | -$14K | – | 145 |
|
|
2021
Q4 | $14K | Hold |
55
| – | – | ﹤0.01% | 247 |
|
|
2021
Q3 | $15K | Hold |
55
| – | – | ﹤0.01% | 228 |
|
|
2021
Q2 | $13K | Hold |
55
| – | – | ﹤0.01% | 226 |
|
|
2021
Q1 | $12K | Buy |
+55
| New | +$12K | ﹤0.01% | 216 |
|