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Livermore
Livermore
ZHEN

Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Trinity Financial 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 Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2023
Holdings of CRM by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,249−100.0%Sold outHolders
Q4 20251,249$331.5K0.1%00.0%UnchangedHolders
Q3 20251,249$296.5K0.1%00.0%UnchangedHolders
Q2 20251,249$341.1K0.1%00.0%UnchangedHolders
Q1 20251,249$318.7K0.1%+31+2.5%AddedHolders
Q4 20241,218$403.1K0.2%+216+21.6%AddedHolders
Q3 20241,002$257.7K0.1%00.0%UnchangedHolders
Q2 20241,002$257.7K0.1%00.0%UnchangedHolders
Q1 20241,002$301.8K0.1%00.0%UnchangedHolders
Q4 20231,002$263.7K0.1%00.0%UnchangedHolders
Q3 20231,002$203.2K0.1%−37−3.6%ReducedHolders
Q2 20231,039$219.5K0.1%+1,039NewHolders