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TritonPoint Wealth’s Salesforce CRM Stock Holding History

TritonPoint 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
2026
Q1 		$297K Buy
1,589
+82
+5% +$17K 0.03% 220
2025
Q4 		$400K Sell
1,507
-12,424
-89% -$3.09M 0.04% 196
2025
Q3 		$3.31M Sell
13,931
-729
-5% -$184K 0.28% 85
2025
Q2 		$4M Sell
14,660
-429
-3% -$115K 0.37% 73
2025
Q1 		$4.05M Buy
15,089
+159
+1% +$49.5K 0.39% 69
2024
Q4 		$5M Buy
14,930
+392
+3% +$125K 0.45% 60
2024
Q3 		$4.03M Buy
14,538
+239
+2% +$61.2K 0.37% 75
2024
Q2 		$3.68M Buy
14,299
+12,778
+840% +$3.42M 0.35% 76
2024
Q1 		$349K Sell
1,521
-12,108
-89% -$3.49M 0.04% 243
2023
Q4 		$3.59M Buy
+13,629
New +$3.08M 0.35% 75

Other funds holding CRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return