TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
CRM holding history
Salesforce, Inc. in every 13F filed by TrinityPoint Wealth, 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 2024 holdings
- Shares (Q4 2024)
- 8,092
- Value
- $2.71M
- % of portfolio
- 0.4%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 8,092 | $2.71M | 0.4% | +158+2.0% | Added | Holders |
| Q3 2024 | 7,934 | $2.17M | 0.3% | +424+5.6% | Added | Holders |
| Q2 2024 | 7,510 | $1.93M | 0.3% | −465−5.8% | Reduced | Holders |
| Q1 2024 | 7,975 | $2.40M | 0.4% | −61−0.8% | Reduced | Holders |
| Q4 2023 | 8,036 | $2.11M | 0.4% | +133+1.7% | Added | Holders |
| Q3 2023 | 7,903 | $1.60M | 0.3% | −628−7.4% | Reduced | Holders |
| Q2 2023 | 8,531 | $1.80M | 0.4% | −16−0.2% | Reduced | Holders |
| Q1 2023 | 8,547 | $1.71M | 0.4% | +603+7.6% | Added | Holders |
| Q4 2022 | 7,944 | $1.05M | 0.2% | −1,943−19.7% | Reduced | Holders |
| Q3 2022 | 9,887 | $1.42M | 0.3% | +1,233+14.2% | Added | Holders |
| Q2 2022 | 8,654 | $1.43M | 0.3% | −315−3.5% | Reduced | Holders |
| Q1 2022 | 8,969 | $1.90M | 0.3% | +768+9.4% | Added | Holders |
| Q4 2021 | 8,201 | $2.08M | 0.4% | −174−2.1% | Reduced | Holders |
| Q3 2021 | 8,375 | $2.27M | 0.4% | +26+0.3% | Added | Holders |
| Q2 2021 | 8,349 | $2.04M | 0.4% | +8,349 | New | Holders |