Trellis Advisors, LLC
- SEC CIK
- 0001722638
- Latest filing
- Jan 16, 2024
CRM holding history
Salesforce, Inc. in every 13F filed by Trellis Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q4 2023 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −1,025−100.0% | Sold out | Holders |
| Q3 2023 | 1,025 | $207.8K | 0.1% | −24−2.3% | Reduced | Holders |
| Q2 2023 | 1,049 | $221.6K | 0.1% | +3+0.3% | Added | Holders |
| Q1 2023 | 1,046 | $209.0K | 0.1% | +1,046 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −797−100.0% | Sold out | Holders |
| Q4 2021 | 797 | $203.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 797 | $216.0K | 0.1% | +797 | New | Holders |