Trifecta Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
|
|||||
|
2025
Q1 | $6.57M | Buy |
|
|||||
|
2024
Q4 | $8.05M | Buy |
|
|||||
|
2024
Q3 | $6.38M | Buy |
|
|||||
|
2024
Q2 | $5.91M | Buy |
|
|||||
|
2024
Q1 | $6.78M | Buy |
|
|||||
|
2023
Q4 | $5.69M | Buy |
|
|||||
|
2023
Q3 | $4.25M | Buy |
|
|||||
|
2023
Q2 | $4.28M | Buy |
|
|||||
|
2023
Q1 | $3.92M | Buy |
|
|||||
|
2022
Q4 | $2.58M | Buy |
|