TFA
Trinity Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
1,249
| – | – | 0.1% | 70 |
|
|
2025
Q1 | $319K | Buy |
1,249
+31
| +3% | +$7.91K | 0.11% | 66 |
|
|
2024
Q4 | $403K | Buy |
1,218
+216
| +22% | +$71.5K | 0.15% | 51 |
|
|
2024
Q3 | $258K | Hold |
1,002
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $258K | Hold |
1,002
| – | – | 0.12% | 69 |
|
|
2024
Q1 | $302K | Hold |
1,002
| – | – | 0.14% | 55 |
|
|
2023
Q4 | $264K | Hold |
1,002
| – | – | 0.13% | 61 |
|
|
2023
Q3 | $203K | Sell |
1,002
-37
| -4% | -$7.5K | 0.11% | 70 |
|
|
2023
Q2 | $219K | Buy |
+1,039
| New | +$219K | 0.12% | 73 |
|