Td Private Client Wealth LLC Salesforce, Inc. Transaction History

Td Private Client Wealth LLC

$4.07 Trillion
Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Td Private Client Wealth LLC holds 24,679 shares of CRM stock, worth $6.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

24,679

Previous 32,180 23.31%

Holding current value

$6.5 Million

Previous $8.64 Billion 22.07%

% of portfolio

0.17%

Previous 0.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$236.26 - $291.15 $1.77 Million - $2.18 Million	-7,501 Reduced 23.31%	24,679 $6.73 Billion
Q1 2025 Apr 29, 2025	BUY	$268.36 - $359.95 $750,334 - $1.01 Million	2,796 Added 9.52%	32,180 $8.64 Billion
Q4 2024 Feb 11, 2025	BUY	$270.87 - $367.87 $3.39 Million - $4.6 Million	12,501 Added 74.04%	29,384 $9.82 Billion
Q3 2024 Nov 18, 2024	BUY	$238.42 - $276.53 $2.13 Million - $2.47 Million	8,949 Added 112.79%	16,883 $4.62 Billion
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $1.73 Million - $2.42 Million	7,934 New	7,934 $2.04 Billion
Q1 2024 Aug 16, 2024	BUY	$251.12 - $316.88 $742,059 - $936,380	2,955 Added 36.98%	10,945 $3.3 Billion
Q4 2023 Aug 16, 2024	SELL	$196.25 - $267.25 $58,286 - $79,373	-297 Reduced 3.58%	7,990 $2.1 Billion
Q3 2023 Aug 16, 2024	SELL	$202.49 - $234.37 $303,127 - $350,851	-1,497 Reduced 15.3%	8,287 $1.68 Billion
Q2 2023 Aug 16, 2024	SELL	$188.89 - $223.38 $53,644 - $63,439	-284 Reduced 2.82%	9,784 $2.07 Billion
Q1 2023 Aug 16, 2024	BUY	$134.8 - $199.78 $119,298 - $176,805	885 Added 9.64%	10,068 $2.01 Billion
Q4 2022 Aug 16, 2024	SELL	$128.21 - $165.27 $1 Million - $1.29 Million	-7,810 Reduced 45.96%	9,183 $1.22 Billion
Q3 2022 Aug 16, 2024	BUY	$143.84 - $191.27 $64,296 - $85,497	447 Added 2.7%	16,993 $2.44 Billion
Q2 2022 Aug 16, 2024	SELL	$155.6 - $218.85 $16,026 - $22,541	-103 Reduced 0.62%	16,546 $2.73 Billion
Q1 2022 Aug 16, 2024	BUY	$190.54 - $255.46 $981,852 - $1.32 Million	5,153 Added 44.82%	16,649 $3.53 Billion
Q4 2021 Aug 16, 2024	BUY	$247.21 - $309.96 $532,490 - $667,653	2,154 Added 23.06%	11,496 $2.92 Billion
Q3 2021 Aug 16, 2024	BUY	$237.55 - $285.63 $334,470 - $402,167	1,408 Added 17.75%	9,342 $2.53 Billion
Q2 2021 Aug 16, 2024	BUY	$210.54 - $246.26 $63,583 - $74,370	302 Added 3.23%	9,651 $2.36 Billion
Q1 2021 Aug 16, 2024	SELL	$205.33 - $248.59 $1.43 Million - $1.74 Million	-6,983 Reduced 42.76%	9,349 $1.98 Billion
Q4 2020 Aug 16, 2024	SELL	$220.15 - $267.07 $149,922 - $181,874	-681 Reduced 4.0%	16,332 $3.63 Billion
Q3 2020 Aug 16, 2024	SELL	$185.51 - $281.25 $65,856 - $99,843	-355 Reduced 2.04%	17,013 $4.28 Billion
Q2 2020 Aug 16, 2024	BUY	$134.06 - $191.65 $300,562 - $429,679	2,242 Added 14.82%	17,368 $3.25 Billion
Q1 2020 Aug 16, 2024	SELL	$124.3 - $193.36 $252,826 - $393,294	-2,034 Reduced 11.85%	15,126 $2.18 Billion
Q4 2019 Aug 16, 2024	BUY	$142.33 - $164.98 $1.31 Million - $1.52 Million	9,226 Added 116.28%	17,160 $2.79 Billion

Others Institutions Holding CRM

# of Institutions

3,383

Shares Held

778M

Call Options Held

18.8M

Put Options Held

18.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $263B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Account

Td Private Client Wealth LLC Salesforce, Inc. Transaction History