Tocqueville Asset Management’s Salesforce CRM Stock Holding History

Tocqueville Asset Management’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 Q1	$7.43M	Sell	39,824 -12,912	-24%	-$2.68M	0.11%	180
2025 Q4	$14M	Sell	52,736 -31,992	-38%	-$7.95M	0.2%	130
2025 Q3	$20.1M	Sell	84,728 -2,293	-3%	-$578K	0.29%	97
2025 Q2	$23.7M	Sell	87,021 -102,724	-54%	-$27.5M	0.36%	83
2025 Q1	$50.9M	Sell	189,745 -13,471	-7%	-$4.19M	0.83%	28
2024 Q4	$67.9M	Sell	203,216 -9,386	-4%	-$3M	1.07%	18
2024 Q3	$58.2M	Buy	212,602 +4,405	+2%	+$1.13M	0.91%	24
2024 Q2	$53.5M	Buy	208,197 +93,414	+81%	+$25M	0.88%	22
2024 Q1	$34.6M	Sell	114,783 -1,798	-2%	-$519K	0.56%	47
2023 Q4	$30.7M	Sell	116,581 -4,648	-4%	-$1.05M	0.56%	46
2023 Q3	$24.6M	Sell	121,229 -502	-0.4%	-$108K	0.47%	60
2023 Q2	$25.7M	Sell	121,731 -703	-0.6%	-$144K	0.46%	59
2023 Q1	$24.5M	Buy	122,434 +6,774	+6%	+$1.14M	0.46%	58
2022 Q4	$15.3M	Sell	115,660 -92,884	-45%	-$13.6M	0.29%	98
2022 Q3	$30M	Sell	208,544 -13,738	-6%	-$2.33M	0.61%	42
2022 Q2	$36.7M	Buy	222,282 +2,046	+0.9%	+$362K	0.67%	36
2022 Q1	$46.8M	Buy	220,236 +29,421	+15%	+$6.33M	0.71%	31
2021 Q4	$48.5M	Buy	190,815 +4,232	+2%	+$1.19M	0.67%	34
2021 Q3	$50.6M	Buy	186,583 +37,451	+25%	+$9.51M	0.75%	28
2021 Q2	$36.4M	Sell	149,132 -5,488	-4%	-$1.26M	0.53%	43
2021 Q1	$32.8M	Buy	154,620 +63,819	+70%	+$14.2M	0.5%	44
2020 Q4	$20.2M	Buy	90,801 +4,886	+6%	+$1.19M	0.34%	72
2020 Q3	$21.6M	Buy	85,915 +4,216	+5%	+$923K	0.41%	60
2020 Q2	$15.3M	Sell	81,699 -6,493	-7%	-$1.09M	0.32%	75
2020 Q1	$12.7M	Buy	88,192 +32,277	+58%	+$5.53M	0.32%	79
2019 Q4	$9.09M	Sell	55,915 -149,611	-73%	-$23.5M	0.13%	169
2019 Q3	$30.5M	Buy	205,526 +3,026	+1%	+$460K	0.41%	66
2019 Q2	$30.7M	Buy	202,500 +2,475	+1%	+$388K	0.4%	70
2019 Q1	$31.7M	Sell	200,025 -3,845	-2%	-$596K	0.42%	67
2018 Q4	$27.9M	Buy	203,870 +15,900	+8%	+$2.19M	0.42%	69
2018 Q3	$29.9M	Sell	187,970 -1,915	-1%	-$284K	0.38%	80
2018 Q2	$25.9M	Sell	189,885 -4,925	-3%	-$628K	0.33%	88
2018 Q1	$22.7M	Buy	194,810 +65,795	+51%	+$7.56M	0.29%	106
2017 Q4	$13.2M	Sell	129,015 -700	-0.5%	-$71.3K	0.15%	171
2017 Q3	$12.1M	Buy	129,715 +1,945	+2%	+$179K	0.14%	182
2017 Q2	$11.1M	Buy	127,770 +70,740	+124%	+$6.16M	0.13%	192
2017 Q1	$4.7M	Sell	57,030 -725	-1%	-$57.9K	0.06%	299
2016 Q4	$3.95M	Sell	57,755 -32,370	-36%	-$2.35M	0.05%	316
2016 Q3	$6.43M	Sell	90,125 -64,150	-42%	-$5M	0.08%	251
2016 Q2	$12.3M	Buy	154,275 +5,395	+4%	+$423K	0.15%	165
2016 Q1	$11M	Buy	148,880 +16,000	+12%	+$1.1M	0.15%	168
2015 Q4	$10.4M	Buy	132,880 +31,935	+32%	+$2.49M	0.14%	173
2015 Q3	$7.01M	Buy	100,945 +100	+0.1%	+$7.09K	0.09%	245
2015 Q2	$7.02M	Sell	100,845 -510	-0.5%	-$36.3K	0.08%	254
2015 Q1	$6.77M	Sell	101,355 -579	-0.6%	-$35.9K	0.08%	271
2014 Q4	$6.05M	Sell	101,934 -5,396	-5%	-$318K	0.07%	284
2014 Q3	$6.17M	Sell	107,330 -43,060	-29%	-$2.43M	0.07%	261
2014 Q2	$8.73M	Buy	150,390 +8,025	+6%	+$433K	0.09%	232
2014 Q1	$8.13M	Buy	142,365 +48,880	+52%	+$2.92M	0.11%	192
2013 Q4	$5.16M	Sell	93,485 -781	-0.8%	-$41.8K	0.07%	252
2013 Q3	$4.89M	Buy	94,266 +4,025	+4%	+$183K	0.06%	300
2013 Q2	$3.44M	Buy	+90,241	New	+$3.72M	0.05%	339