TCA
Trifecta Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
26,506
+2,024
| +8% | +$552K | 1.2% | 30 |
|
|
2025
Q1 | $6.57M | Buy |
24,482
+411
| +2% | +$110K | 1.38% | 25 |
|
|
2024
Q4 | $8.05M | Buy |
24,071
+771
| +3% | +$258K | 1.59% | 19 |
|
|
2024
Q3 | $6.38M | Buy |
23,300
+308
| +1% | +$84.3K | 1.33% | 20 |
|
|
2024
Q2 | $5.91M | Buy |
22,992
+493
| +2% | +$127K | 1.31% | 19 |
|
|
2024
Q1 | $6.78M | Buy |
22,499
+879
| +4% | +$265K | 1.65% | 16 |
|
|
2023
Q4 | $5.69M | Buy |
21,620
+639
| +3% | +$168K | 1.57% | 16 |
|
|
2023
Q3 | $4.25M | Buy |
20,981
+734
| +4% | +$149K | 1.37% | 19 |
|
|
2023
Q2 | $4.28M | Buy |
20,247
+605
| +3% | +$128K | 1.38% | 19 |
|
|
2023
Q1 | $3.92M | Buy |
19,642
+175
| +0.9% | +$35K | 1.38% | 20 |
|
|
2022
Q4 | $2.58M | Buy |
+19,467
| New | +$2.58M | 1.03% | 28 |
|