TPA
Trivium Point Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
12,471
-230
| -2% | -$62.7K | 0.37% | 72 |
|
|
2025
Q1 | $3.41M | Buy |
12,701
+313
| +3% | +$84K | 0.42% | 69 |
|
|
2024
Q4 | $4.14M | Buy |
12,388
+967
| +8% | +$323K | 0.52% | 51 |
|
|
2024
Q3 | $3.9M | Sell |
11,421
-174
| -2% | -$59.5K | 0.54% | 54 |
|
|
2024
Q2 | $2.98M | Buy |
11,595
+461
| +4% | +$119K | 0.44% | 69 |
|
|
2024
Q1 | $3.35M | Buy |
11,134
+1,442
| +15% | +$434K | 0.72% | 42 |
|
|
2023
Q4 | $2.55M | Buy |
9,692
+5,963
| +160% | +$1.57M | 0.62% | 53 |
|
|
2023
Q3 | $745K | Buy |
3,729
+127
| +4% | +$25.4K | 0.21% | 123 |
|
|
2023
Q2 | $761K | Sell |
3,602
-101
| -3% | -$21.3K | 0.21% | 128 |
|
|
2023
Q1 | $740K | Buy |
3,703
+9
| +0.2% | +$1.8K | 0.2% | 128 |
|
|
2022
Q4 | $519K | Sell |
3,694
-57
| -2% | -$8.01K | 0.15% | 140 |
|
|
2022
Q3 | $583K | Sell |
3,751
-151
| -4% | -$23.5K | 0.18% | 135 |
|
|
2022
Q2 | $689K | Sell |
3,902
-2,661
| -41% | -$470K | 0.21% | 130 |
|
|
2022
Q1 | $1.32M | Buy |
6,563
+2,325
| +55% | +$467K | 0.29% | 108 |
|
|
2021
Q4 | $1.08M | Sell |
4,238
-37
| -0.9% | -$9.4K | 0.23% | 123 |
|
|
2021
Q3 | $1.17M | Buy |
4,275
+367
| +9% | +$101K | 0.28% | 116 |
|
|
2021
Q2 | $955K | Buy |
3,908
+1,327
| +51% | +$324K | 0.24% | 127 |
|
|
2021
Q1 | $547K | Sell |
2,581
-93
| -3% | -$19.7K | 0.15% | 139 |
|
|
2020
Q4 | $583K | Buy |
2,674
+313
| +13% | +$68.2K | 0.17% | 133 |
|
|
2020
Q3 | $593K | Buy |
2,361
+698
| +42% | +$175K | 0.21% | 115 |
|
|
2020
Q2 | $329K | Buy |
+1,663
| New | +$329K | 0.13% | 132 |
|