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TD Private Client Wealth’s Salesforce CRM Stock Holding History

TD Private Client Wealth’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 		$785K Sell
5,011
-439
-8% -$77.2K 0.01% 409
2026
Q1 		$1.02M Sell
5,450
-2,051
-27% -$425K 0.02% 360
2025
Q4 		$1.99M Sell
7,501
-2,440
-25% -$606K 0.04% 250
2025
Q3 		$2.36M Sell
9,941
-14,738
-60% -$3.72M 0.05% 222
2025
Q2 		$6.73M Sell
24,679
-7,501
-23% -$2.01M 0.17% 92
2025
Q1 		$8.64M Buy
32,180
+2,796
+10% +$870K 0.24% 69
2024
Q4 		$9.82M Buy
29,384
+12,501
+74% +$3.99M 0.27% 62
2024
Q3 		$4.62M Buy
16,883
+8,949
+113% +$2.29M 0.13% 119
2024
Q2 		$2.04M Sell
7,934
-3,011
-28% -$806K 0.06% 229
2024
Q1 		$3.3M Buy
10,945
+2,955
+37% +$853K 0.11% 150
2023
Q4 		$2.1M Sell
7,990
-297
-4% -$67.2K 0.08% 212
2023
Q3 		$1.68M Sell
8,287
-1,497
-15% -$323K 0.07% 235
2023
Q2 		$2.07M Sell
9,784
-284
-3% -$58K 0.09% 220
2023
Q1 		$2.01M Buy
10,068
+885
+10% +$149K 0.09% 225
2022
Q4 		$1.22M Sell
9,183
-7,810
-46% -$1.14M 0.06% 290
2022
Q3 		$2.44M Buy
16,993
+447
+3% +$75.8K 0.13% 170
2022
Q2 		$2.73M Sell
16,546
-103
-0.6% -$18.2K 0.13% 165
2022
Q1 		$3.53M Buy
16,649
+5,153
+45% +$1.11M 0.15% 144
2021
Q4 		$2.92M Buy
11,496
+2,154
+23% +$605K 0.12% 175
2021
Q3 		$2.53M Sell
9,342
-309
-3% -$78.5K 0.11% 186
2021
Q2 		$2.36M Buy
9,651
+302
+3% +$69.6K 0.1% 208
2021
Q1 		$1.98M Sell
9,349
-6,983
-43% -$1.55M 0.09% 226
2020
Q4 		$3.63M Sell
16,332
-681
-4% -$166K 0.18% 129
2020
Q3 		$4.28M Sell
17,013
-355
-2% -$77.7K 0.24% 93
2020
Q2 		$3.25M Buy
17,368
+2,242
+15% +$378K 0.19% 117
2020
Q1 		$2.18M Sell
15,126
-2,034
-12% -$349K 0.16% 138
2019
Q4 		$2.79M Buy
+17,160
New +$2.69M 0.17% 143

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Private Client Wealth's CRM Position: Q2 2026 in Review

TD Private Client Wealth reduced its Salesforce (CRM) stake by 8.1% in Q2 2026, selling an estimated $77.2K and leaving 5,011 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #409.

TD Private Client Wealth first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.82M in Q4 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • TD Private Client Wealth held 5,011 shares of Salesforce worth $785K as of Q2 2026.
  • TD Private Client Wealth sold 439 Salesforce shares in Q2 2026, an estimated $77.2K.
  • Salesforce made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #409 holding.
  • TD Private Client Wealth first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Salesforce position peaked at $9.82M in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.