TAM
Tocqueville Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Sell |
87,021
-102,724
| -54% | -$28M | 0.36% | 83 |
|
|
2025
Q1 | $50.9M | Sell |
189,745
-13,471
| -7% | -$3.62M | 0.83% | 28 |
|
|
2024
Q4 | $67.9M | Sell |
203,216
-9,386
| -4% | -$3.14M | 1.07% | 18 |
|
|
2024
Q3 | $58.2M | Buy |
212,602
+4,405
| +2% | +$1.21M | 0.91% | 24 |
|
|
2024
Q2 | $53.5M | Buy |
208,197
+93,414
| +81% | +$24M | 0.88% | 22 |
|
|
2024
Q1 | $34.6M | Sell |
114,783
-1,798
| -2% | -$542K | 0.56% | 47 |
|
|
2023
Q4 | $30.7M | Sell |
116,581
-4,648
| -4% | -$1.22M | 0.56% | 46 |
|
|
2023
Q3 | $24.6M | Sell |
121,229
-502
| -0.4% | -$102K | 0.47% | 60 |
|
|
2023
Q2 | $25.7M | Sell |
121,731
-703
| -0.6% | -$149K | 0.46% | 59 |
|
|
2023
Q1 | $24.5M | Buy |
122,434
+6,774
| +6% | +$1.35M | 0.46% | 58 |
|
|
2022
Q4 | $15.3M | Sell |
115,660
-92,884
| -45% | -$12.3M | 0.29% | 98 |
|
|
2022
Q3 | $30M | Sell |
208,544
-13,738
| -6% | -$1.98M | 0.61% | 42 |
|
|
2022
Q2 | $36.7M | Buy |
222,282
+2,046
| +0.9% | +$338K | 0.67% | 36 |
|
|
2022
Q1 | $46.8M | Buy |
220,236
+29,421
| +15% | +$6.25M | 0.71% | 31 |
|
|
2021
Q4 | $48.5M | Buy |
190,815
+4,232
| +2% | +$1.08M | 0.67% | 34 |
|
|
2021
Q3 | $50.6M | Buy |
186,583
+37,451
| +25% | +$10.2M | 0.75% | 28 |
|
|
2021
Q2 | $36.4M | Sell |
149,132
-5,488
| -4% | -$1.34M | 0.53% | 43 |
|
|
2021
Q1 | $32.8M | Buy |
154,620
+63,819
| +70% | +$13.5M | 0.5% | 44 |
|
|
2020
Q4 | $20.2M | Buy |
90,801
+4,886
| +6% | +$1.09M | 0.34% | 72 |
|
|
2020
Q3 | $21.6M | Buy |
85,915
+4,216
| +5% | +$1.06M | 0.41% | 60 |
|
|
2020
Q2 | $15.3M | Sell |
81,699
-6,493
| -7% | -$1.22M | 0.32% | 75 |
|
|
2020
Q1 | $12.7M | Buy |
88,192
+32,277
| +58% | +$4.65M | 0.32% | 79 |
|
|
2019
Q4 | $9.09M | Sell |
55,915
-149,611
| -73% | -$24.3M | 0.13% | 169 |
|
|
2019
Q3 | $30.5M | Buy |
205,526
+3,026
| +1% | +$449K | 0.41% | 66 |
|
|
2019
Q2 | $30.7M | Buy |
202,500
+2,475
| +1% | +$376K | 0.4% | 70 |
|
|
2019
Q1 | $31.7M | Sell |
200,025
-3,845
| -2% | -$609K | 0.42% | 67 |
|
|
2018
Q4 | $27.9M | Buy |
203,870
+15,900
| +8% | +$2.18M | 0.42% | 69 |
|
|
2018
Q3 | $29.9M | Sell |
187,970
-1,915
| -1% | -$305K | 0.38% | 80 |
|
|
2018
Q2 | $25.9M | Sell |
189,885
-4,925
| -3% | -$672K | 0.33% | 88 |
|
|
2018
Q1 | $22.7M | Buy |
194,810
+65,795
| +51% | +$7.65M | 0.29% | 106 |
|
|
2017
Q4 | $13.2M | Sell |
129,015
-700
| -0.5% | -$71.6K | 0.15% | 171 |
|
|
2017
Q3 | $12.1M | Buy |
129,715
+1,945
| +2% | +$182K | 0.14% | 182 |
|
|
2017
Q2 | $11.1M | Buy |
127,770
+70,740
| +124% | +$6.13M | 0.13% | 192 |
|
|
2017
Q1 | $4.7M | Sell |
57,030
-725
| -1% | -$59.8K | 0.06% | 299 |
|
|
2016
Q4 | $3.95M | Sell |
57,755
-32,370
| -36% | -$2.22M | 0.05% | 316 |
|
|
2016
Q3 | $6.43M | Sell |
90,125
-64,150
| -42% | -$4.58M | 0.08% | 251 |
|
|
2016
Q2 | $12.3M | Buy |
154,275
+5,395
| +4% | +$428K | 0.15% | 165 |
|
|
2016
Q1 | $11M | Buy |
148,880
+16,000
| +12% | +$1.18M | 0.15% | 168 |
|
|
2015
Q4 | $10.4M | Buy |
132,880
+31,935
| +32% | +$2.5M | 0.14% | 173 |
|
|
2015
Q3 | $7.01M | Buy |
100,945
+100
| +0.1% | +$6.94K | 0.09% | 245 |
|
|
2015
Q2 | $7.02M | Sell |
100,845
-510
| -0.5% | -$35.5K | 0.08% | 254 |
|
|
2015
Q1 | $6.77M | Sell |
101,355
-579
| -0.6% | -$38.7K | 0.08% | 271 |
|
|
2014
Q4 | $6.05M | Sell |
101,934
-5,396
| -5% | -$320K | 0.07% | 284 |
|
|
2014
Q3 | $6.18M | Sell |
107,330
-43,060
| -29% | -$2.48M | 0.07% | 261 |
|
|
2014
Q2 | $8.74M | Buy |
150,390
+8,025
| +6% | +$466K | 0.09% | 232 |
|
|
2014
Q1 | $8.13M | Buy |
142,365
+48,880
| +52% | +$2.79M | 0.11% | 192 |
|
|
2013
Q4 | $5.16M | Sell |
93,485
-781
| -0.8% | -$43.1K | 0.07% | 252 |
|
|
2013
Q3 | $4.89M | Buy |
94,266
+4,025
| +4% | +$209K | 0.06% | 300 |
|
|
2013
Q2 | $3.45M | Buy |
+90,241
| New | +$3.45M | 0.05% | 339 |
|