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TrinityPoint Wealth’s Salesforce CRM Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$2.71M Buy
8,092
+158
+2% +$50.4K 0.38% 65
2024
Q3 		$2.17M Buy
7,934
+424
+6% +$109K 0.31% 79
2024
Q2 		$1.93M Sell
7,510
-465
-6% -$124K 0.3% 85
2024
Q1 		$2.4M Sell
7,975
-61
-0.8% -$17.6K 0.4% 66
2023
Q4 		$2.11M Buy
8,036
+133
+2% +$30.1K 0.38% 68
2023
Q3 		$1.6M Sell
7,903
-628
-7% -$136K 0.32% 86
2023
Q2 		$1.8M Sell
8,531
-16
-0.2% -$3.27K 0.35% 78
2023
Q1 		$1.71M Buy
8,547
+603
+8% +$102K 0.37% 73
2022
Q4 		$1.05M Sell
7,944
-1,943
-20% -$284K 0.24% 104
2022
Q3 		$1.42M Buy
9,887
+1,233
+14% +$209K 0.33% 81
2022
Q2 		$1.43M Sell
8,654
-315
-4% -$55.7K 0.32% 75
2022
Q1 		$1.9M Buy
8,969
+768
+9% +$165K 0.34% 71
2021
Q4 		$2.08M Sell
8,201
-174
-2% -$48.9K 0.37% 66
2021
Q3 		$2.27M Buy
8,375
+26
+0.3% +$6.6K 0.43% 60
2021
Q2 		$2.04M Buy
+8,349
New +$1.92M 0.42% 60
2020
Q3 		– Sell
-1,162
Closed -$218K – 218
2020
Q2 		$218K Buy
+1,162
New +$196K 0.07% 196

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TrinityPoint Wealth's CRM Position: Q4 2024 in Review

TrinityPoint Wealth increased its Salesforce (CRM) stake by 2% in Q4 2024, buying an estimated $50.4K and bringing the position to 8,092 shares worth $2.71M. The position accounts for 0.38% of the portfolio, ranked #65.

TrinityPoint Wealth first reported a position in CRM in Q2 2020 and has held it in 16 quarters since. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • TrinityPoint Wealth held 8,092 shares of Salesforce worth $2.71M as of Q4 2024.
  • TrinityPoint Wealth bought 158 Salesforce shares in Q4 2024, an estimated $50.4K.
  • Salesforce made up 0.38% of TrinityPoint Wealth's portfolio in Q4 2024, its #65 holding.
  • TrinityPoint Wealth first reported a position in Salesforce in Q2 2020 and has held it in 16 quarters since.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.