Trinity Financial Advisors’s Salesforce CRM Stock Holding History

Trinity Financial Advisors’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	$297K	Hold
2025 Q2	$341K	Hold
2025 Q1	$319K	Buy
2024 Q4	$403K	Buy
2024 Q3	$258K	Hold
2024 Q2	$258K	Hold
2024 Q1	$302K	Hold
2023 Q4	$264K	Hold
2023 Q3	$203K	Sell
2023 Q2	$219K	Buy