Triumph Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
999
-2,698
| -73% | -$736K | 0.08% | 238 |
|
|
2025
Q1 | $992K | Buy |
3,697
+1,733
| +88% | +$465K | 0.33% | 70 |
|
|
2024
Q4 | $657K | Buy |
+1,964
| New | +$657K | 0.22% | 112 |
|
|
2024
Q3 | – | Sell |
-1,150
| Closed | -$296K | – | 273 |
|
|
2024
Q2 | $296K | Buy |
+1,150
| New | +$296K | 0.12% | 173 |
|
|
2022
Q2 | – | Sell |
-1,099
| Closed | -$233K | – | 208 |
|
|
2022
Q1 | $233K | Buy |
+1,099
| New | +$233K | 0.1% | 189 |
|