TI
CRM icon

Truepoint Inc’s Salesforce CRM Stock Holding History

Truepoint Inc’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,725
Closed -$454K – 148
2023
Q4 		$454K Buy
1,725
+451
+35% +$119K 0.01% 131
2023
Q3 		$258K Buy
+1,274
New +$258K 0.01% 164