Trivium Point Advisory’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 | $3.4M | Sell |
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|
2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $4.14M | Buy |
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|
2024
Q3 | $3.9M | Sell |
|
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|
2024
Q2 | $2.98M | Buy |
|
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|
2024
Q1 | $3.35M | Buy |
|
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|
2023
Q4 | $2.55M | Buy |
|
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|
2023
Q3 | $745K | Buy |
|
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|
2023
Q2 | $761K | Sell |
|
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|
2023
Q1 | $740K | Buy |
|
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|
2022
Q4 | $519K | Sell |
|
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|
2022
Q3 | $583K | Sell |
|
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|
2022
Q2 | $689K | Sell |
|
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|
2022
Q1 | $1.32M | Buy |
|
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|
2021
Q4 | $1.08M | Sell |
|
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|
2021
Q3 | $1.17M | Buy |
|
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|
2021
Q2 | $955K | Buy |
|
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|
2021
Q1 | $547K | Sell |
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|
2020
Q4 | $583K | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $329K | Buy |
|