TrinityPoint Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $218K | Buy |
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