Trivant Custom Portfolio Group’s Salesforce CRM Stock Holding History

Trivant Custom Portfolio Group’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
2025 Q2	$1.58M	Sell
2025 Q1	$1.56M	Sell
2024 Q4	$2M	Sell
2024 Q3	$1.67M	Sell
2024 Q2	$1.57M	Sell
2024 Q1	$3.09M	Sell
2023 Q4	$2.76M	Sell
2023 Q3	$2.14M	Buy
2023 Q2	$2.21M	Buy
2023 Q1	$1.99M	Buy