Trivest Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,292
| Closed | -$5.45M | – | 40 |
|
|
2025
Q1 | $5.45M | Sell |
20,292
-287,208
| -93% | -$77.1M | 0.46% | 16 |
|
|
2024
Q4 | $103M | Sell |
307,500
-52,500
| -15% | -$17.6M | 4.67% | 7 |
|
|
2024
Q3 | $98.5M | Buy |
+360,000
| New | +$98.5M | 5.6% | 8 |
|
|
2024
Q2 | – | Sell |
-344,000
| Closed | -$104M | – | 22 |
|
|
2024
Q1 | $104M | Buy |
344,000
+334,000
| +3,340% | +$101M | 3.64% | 11 |
|
|
2023
Q4 | $2.63M | Buy |
+10,000
| New | +$2.63M | 0.12% | 21 |
|
|
2023
Q3 | – | Sell |
-952,000
| Closed | -$201M | – | 22 |
|
|
2023
Q2 | $201M | Buy |
952,000
+707,000
| +289% | +$149M | 6.93% | 5 |
|
|
2023
Q1 | $48.9M | Buy |
+245,000
| New | +$48.9M | 3.81% | 7 |
|
|
2021
Q4 | – | Sell |
-459,000
| Closed | -$124M | – | 17 |
|
|
2021
Q3 | $124M | Buy |
459,000
+450,000
| +5,000% | +$122M | 14.61% | 3 |
|
|
2021
Q2 | $2.2M | Buy |
+9,000
| New | +$2.2M | 0.22% | 17 |
|