salesforce shares owned by Trivant Custom Portfolio Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Trivant Custom Portfolio Group
from 13F filings
Historical chart of Trivant Custom Portfolio Group investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Trivant Custom Portfolio Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.8k | 237.00 |
| 2025-06-30 | $1.6M | 5.8k | 272.69 |
| 2025-03-31 | $1.6M | 5.8k | 268.33 |
| 2024-12-31 | $2.0M | 6.0k | 334.33 |
| 2024-09-30 | $1.7M | 6.1k | 273.71 |
| 2024-06-30 | $1.6M | 6.1k | 257.10 |
| 2024-03-31 | $3.1M | 10k | 301.18 |
| 2023-12-31 | $2.8M | 11k | 263.14 |
| 2023-09-30 | $2.1M | 11k | 202.78 |
| 2023-06-30 | $2.2M | 11k | 211.26 |
| 2023-03-31 | $2.0M | 10k | 199.78 |
More positions owned by Trivant Custom Portfolio Group
View all positions for Trivant Custom Portfolio Group