A detailed history of Triumph Capital Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Triumph Capital Management holds 1,389 shares of CRM stock, worth $329,234. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,389
Previous 1,389 -0.0%
Holding current value
$329,234
Previous $329,000 -0.0%
% of portfolio
0.1%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$231.66 - $273.65 $90,347 - $106,723
390 Added 39.04%
1,389 $329,000
Q2 2025

Dec 23, 2025

SELL
$236.26 - $291.15 $92,141 - $113,548
-390 Reduced 28.08%
999 $272,000
Q2 2025

Jul 09, 2025

SELL
$236.26 - $291.15 $637,429 - $785,522
-2,698 Reduced 72.98%
999 $272,000
Q1 2025

May 06, 2025

BUY
$268.36 - $359.95 $465,067 - $623,793
1,733 Added 88.24%
3,697 $992,000
Q4 2024

Feb 14, 2025

BUY
$270.87 - $367.87 $531,988 - $722,496
1,964 New
1,964 $656,000
Q3 2024

Feb 14, 2025

SELL
$238.42 - $276.53 $274,183 - $318,009
-1,150 Closed
0 $0
Q2 2024

Feb 14, 2025

BUY
$218.01 - $304.74 $250,711 - $350,451
1,150 New
1,150 $295,000
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $171,004 - $240,516
-1,099 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$190.54 - $255.46 $209,403 - $280,750
1,099 New
1,099 $233,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $237B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Triumph Capital Management Portfolio

Follow Triumph Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.