TD Capital Management’s Salesforce CRM Stock Holding History

TD Capital 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
2026 Q2	$15.7K	Sell	100 -9	-8%	-$1.58K	﹤0.01%	397
2026 Q1	$20.4K	Sell	109 -103	-49%	-$21.3K	﹤0.01%	364
2025 Q4	$56.2K	Buy	212 +100	+89%	+$24.9K	0.01%	220
2025 Q3	$26.6K	Hold	112	–	–	﹤0.01%	290
2025 Q2	$30.6K	Buy	112 +86	+331%	+$23K	﹤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%	+$4.35K	﹤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	+$2.04K	﹤0.01%	358
2023 Q3	–	Sell	-20	Closed	-$4.22K	–	419
2023 Q2	$4.22K	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	+$3.39K	﹤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	+$12.2K	﹤0.01%	216

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Capital Management's CRM Position: Q2 2026 in Review

TD Capital Management reduced its Salesforce (CRM) stake by 8.3% in Q2 2026, selling an estimated $1.58K and leaving 100 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

TD Capital Management first reported a position in CRM in Q1 2021 and has held it in 19 quarters since. The position peaked at $56.2K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

TD Capital Management held 100 shares of Salesforce worth $15.7K as of Q2 2026.
TD Capital Management sold 9 Salesforce shares in Q2 2026, an estimated $1.58K.
Salesforce made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #397 holding.
TD Capital Management first reported a position in Salesforce in Q1 2021 and has held it in 19 quarters since.
TD Capital Management's Salesforce position peaked at $56.2K in Q4 2025.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.