Trilogy Capital’s Salesforce CRM Stock Holding History

Trilogy Capital’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$454K	Sell
2025 Q2	$537K	Sell
2025 Q1	$538K	Buy
2024 Q4	$595K	Buy
2024 Q3	$481K	Buy
2024 Q2	$410K	Buy
2024 Q1	$379K	Buy
2018 Q4	–	Sell
2018 Q3	$1K	Hold
2018 Q2	$1K	Buy