TW
TritonPoint Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
14,660
-429
| -3% | -$117K | 0.37% | 73 |
|
|
2025
Q1 | $4.05M | Buy |
15,089
+159
| +1% | +$42.7K | 0.39% | 69 |
|
|
2024
Q4 | $5M | Buy |
14,930
+392
| +3% | +$131K | 0.45% | 60 |
|
|
2024
Q3 | $4.03M | Buy |
14,538
+239
| +2% | +$66.2K | 0.37% | 75 |
|
|
2024
Q2 | $3.68M | Buy |
14,299
+12,778
| +840% | +$3.29M | 0.35% | 76 |
|
|
2024
Q1 | $349K | Sell |
1,521
-12,108
| -89% | -$2.78M | 0.04% | 243 |
|
|
2023
Q4 | $3.59M | Buy |
+13,629
| New | +$3.59M | 0.35% | 75 |
|