TBC
Ted Buchan & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,826
+827
| +21% | +$226K | 0.52% | 39 |
|
|
2025
Q1 | $1.07M | Buy |
3,999
+3
| +0.1% | +$805 | 0.51% | 40 |
|
|
2024
Q4 | $1.34M | Buy |
3,996
+153
| +4% | +$51.2K | 0.63% | 34 |
|
|
2024
Q3 | $1.05M | Buy |
3,843
+455
| +13% | +$125K | 0.5% | 41 |
|
|
2024
Q2 | $871K | Buy |
3,388
+2,251
| +198% | +$579K | 0.47% | 40 |
|
|
2024
Q1 | $342K | Buy |
+1,137
| New | +$342K | 0.21% | 68 |
|