Trivest Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $5.45M | Sell |
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|
2024
Q4 | $103M | Sell |
|
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|
2024
Q3 | $98.5M | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $104M | Buy |
|
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|
2023
Q4 | $2.63M | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $201M | Buy |
|
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|
2023
Q1 | $48.9M | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $124M | Buy |
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|
2021
Q2 | $2.2M | Buy |
|