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TOBAM’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,249
| Closed | -$418K | – | 267 |
|
|
2024
Q4 | $418K | Sell |
1,249
-376
| -23% | -$126K | 0.13% | 112 |
|
|
2024
Q3 | $445K | Sell |
1,625
-144
| -8% | -$39.4K | 0.08% | 126 |
|
|
2024
Q2 | $455K | Hold |
1,769
| – | – | 0.07% | 117 |
|
|
2024
Q1 | $533K | Buy |
1,769
+120
| +7% | +$36.2K | 0.05% | 138 |
|
|
2023
Q4 | $434K | Sell |
1,649
-492
| -23% | -$129K | 0.04% | 142 |
|
|
2023
Q3 | $434K | Buy |
2,141
+202
| +10% | +$40.9K | 0.03% | 146 |
|
|
2023
Q2 | $410K | Buy |
1,939
+493
| +34% | +$104K | 0.03% | 159 |
|
|
2023
Q1 | $289K | Buy |
1,446
+740
| +105% | +$148K | 0.02% | 171 |
|
|
2022
Q4 | $94K | Hold |
706
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $102K | Sell |
706
-647
| -48% | -$93.5K | 0.01% | 277 |
|
|
2022
Q2 | $223K | Buy |
1,353
+1,134
| +518% | +$187K | 0.01% | 229 |
|
|
2022
Q1 | $46K | Sell |
219
-358
| -62% | -$75.2K | ﹤0.01% | 393 |
|
|
2021
Q4 | $147K | Sell |
577
-205
| -26% | -$52.2K | 0.01% | 214 |
|
|
2021
Q3 | $212K | Buy |
782
+154
| +25% | +$41.7K | 0.01% | 191 |
|
|
2021
Q2 | $153K | Sell |
628
-160
| -20% | -$39K | 0.01% | 213 |
|
|
2021
Q1 | $167K | Buy |
788
+214
| +37% | +$45.4K | 0.01% | 205 |
|
|
2020
Q4 | $128K | Buy |
574
+107
| +23% | +$23.9K | 0.01% | 222 |
|
|
2020
Q3 | $117K | Buy |
+467
| New | +$117K | 0.01% | 205 |
|