TD Private Client Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Sell |
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|
2025
Q1 | $8.64M | Buy |
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|
2024
Q4 | $9.82M | Buy |
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|
2024
Q3 | $4.62M | Buy |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $2.01M | Buy |
|
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $3.53M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.53M | Sell |
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|
2021
Q2 | $2.36M | Buy |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $3.63M | Sell |
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|
2020
Q3 | $4.28M | Sell |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | $2.18M | Sell |
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|
2019
Q4 | $2.79M | Buy |
|