salesforce shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 1.2k | 237.42 |
| 2025-06-30 | $341k | 1.2k | 273.07 |
| 2025-03-31 | $319k | 1.2k | 255.16 |
| 2024-12-31 | $403k | 1.2k | 330.95 |
| 2024-09-30 | $258k | 1.0k | 257.14 |
| 2024-06-30 | $258k | 1.0k | 257.14 |
| 2024-03-31 | $302k | 1.0k | 301.18 |
| 2023-12-31 | $264k | 1.0k | 263.14 |
| 2023-09-30 | $203k | 1.0k | 202.78 |
| 2023-06-30 | $220k | 1.0k | 211.26 |
More positions owned by Trinity Financial Advisors
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