Trivium Point Advisory, LLC

Position in CRM — Salesforce, Inc.

CIK 1766564 WILTON, CT

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,456,781

-$140,367 QoQ

Shares Held

9,299

+8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,078

of 2,451 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trivium Point Advisory, LLC holds $8,526,643 across 6 Software - Application names. CRM ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	10,272	$3,855,287
2	CRM	Salesforce, Inc. This page	9,299	$1,456,781
3	ADBE	Adobe Inc.	6,046	$1,239,550
4	UBER	Uber Technologies, Inc	10,675	$770,308
5	NOW	ServiceNow, Inc.	7,505	$745,096
6	INTU	Intuit Inc.	1,761	$459,621

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,456,781	9,299	+8.7%	Shares	Sole	2026-08-06
2026-03-31	$1,597,148	8,556	-30.7%	Shares	Sole	2026-04-21
2025-12-31	$3,271,638	12,350	-1.8%	Shares	Sole	2026-01-26
2025-09-30	$2,980,038	12,574	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$3,400,716	12,471	-1.8%	Shares	Sole	2025-07-17
2025-03-31	$3,408,440	12,701	+2.5%	Shares	Sole	2025-05-13
2024-12-31	$4,141,680	12,388	+8.5%	Shares	Sole	2025-02-13
2024-09-30	$3,126,041	11,421	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$2,981,074	11,595	+4.1%	Shares	Sole	2024-08-14
2024-03-31	$3,353,338	11,134	+14.9%	Shares	Sole	2024-05-15
2023-12-31	$2,550,352	9,692	+159.9%	Shares	Sole	2024-02-05
2023-09-30	$756,166	3,729	+3.5%	Shares	Sole	2023-10-12
2023-06-30	$760,958	3,602	-2.7%	Shares	Sole	2023-07-13
2023-03-31	$739,785	3,703	+0.2%	Shares	Sole	2023-04-12
2022-12-31	$489,787	3,694	-1.5%	Shares	Sole	2023-01-27
2022-09-30	$539,543	3,751	-3.9%	Shares	Sole	2022-11-09
2022-06-30	$643,986	3,902	-40.5%	Shares	Sole	2022-07-27
2022-03-31	$1,393,456	6,563	+54.9%	Shares	Sole	2022-05-16
2021-12-31	$1,077,002	4,238	-0.9%	Shares	Sole	2022-02-18
2021-09-30	$1,159,465	4,275	+9.4%	Shares	Sole	2021-11-15
2021-06-30	$954,607	3,908	+51.4%	Shares	Sole	2021-08-12
2021-03-31	$546,836	2,581	-3.5%	Shares	Sole	2021-05-14
2020-12-31	$595,045	2,674	+13.3%	Shares	Sole	2021-02-12
2020-09-30	$593,366	2,361	+42.0%	Shares	Sole	2020-11-10
2020-06-30	$311,529	1,663	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.