Trilogy Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
1,971
-34
| -2% | -$9.27K | 0.03% | 229 |
|
|
2025
Q1 | $538K | Buy |
2,005
+225
| +13% | +$60.4K | 0.03% | 216 |
|
|
2024
Q4 | $595K | Buy |
1,780
+24
| +1% | +$8.02K | 0.03% | 209 |
|
|
2024
Q3 | $481K | Buy |
1,756
+162
| +10% | +$44.3K | 0.02% | 226 |
|
|
2024
Q2 | $410K | Buy |
1,594
+337
| +27% | +$86.6K | 0.02% | 232 |
|
|
2024
Q1 | $379K | Buy |
+1,257
| New | +$379K | 0.02% | 228 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | -$1K | – | 215 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 543 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 505 |
|