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Capstone Triton Financial Group’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
+5,575
New +$1.52M 1.1% 34
2024
Q4
$1.92M Buy
5,736
+47
+0.8% +$15.7K 1.2% 25
2024
Q3
$1.56M Buy
5,689
+41
+0.7% +$11.2K 1% 32
2024
Q2
$1.45M Buy
5,648
+113
+2% +$29.1K 1.02% 32
2024
Q1
$1.67M Buy
5,535
+23
+0.4% +$6.93K 1.18% 28
2023
Q4
$1.45M Sell
5,512
-1,295
-19% -$341K 1.06% 31
2023
Q3
$1.38M Buy
6,807
+191
+3% +$38.7K 1.01% 34
2023
Q2
$1.4M Sell
6,616
-200
-3% -$42.3K 0.96% 34
2023
Q1
$1.36M Sell
6,816
-273
-4% -$54.5K 1.02% 35
2022
Q4
$940K Sell
7,089
-340
-5% -$45.1K 0.75% 49
2022
Q3
$1.07M Buy
7,429
+241
+3% +$34.7K 0.91% 40
2022
Q2
$1.33M Sell
7,188
-52
-0.7% -$9.64K 1.01% 34
2022
Q1
$1.27M Buy
+7,240
New +$1.27M 0.88% 36