ARC
Advisor Resource Council’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
2,003
-12,340
| -86% | -$3.36M | 0.21% | 67 |
|
|
2025
Q1 | $3.31M | Buy |
+14,343
| New | +$3.31M | 0.27% | 95 |
|
|
2024
Q4 | – | Sell |
-4,033
| Closed | -$1.1M | – | 103 |
|
|
2024
Q3 | $1.1M | Buy |
+4,033
| New | +$1.1M | 0.5% | 47 |
|
|
2024
Q2 | – | Sell |
-3,693
| Closed | -$972K | – | 89 |
|
|
2024
Q1 | $972K | Sell |
3,693
-5,110
| -58% | -$1.34M | 0.41% | 54 |
|
|
2023
Q4 | $2.32M | Buy |
8,803
+6,514
| +285% | +$1.71M | 0.27% | 89 |
|
|
2023
Q3 | $464K | Sell |
2,289
-113
| -5% | -$22.9K | 0.24% | 75 |
|
|
2023
Q2 | $507K | Buy |
2,402
+973
| +68% | +$206K | 0.23% | 71 |
|
|
2023
Q1 | $270K | Buy |
+1,429
| New | +$270K | 0.07% | 205 |
|
|
2022
Q4 | – | Sell |
-1,795
| Closed | -$258K | – | 160 |
|
|
2022
Q3 | $258K | Sell |
1,795
-1,028
| -36% | -$148K | 0.17% | 121 |
|
|
2022
Q2 | $466K | Sell |
2,823
-2,980
| -51% | -$492K | 0.04% | 289 |
|
|
2022
Q1 | $1.23M | Sell |
5,803
-1,507
| -21% | -$320K | 0.37% | 82 |
|
|
2021
Q4 | $1.86M | Buy |
7,310
+1,431
| +24% | +$364K | 0.14% | 157 |
|
|
2021
Q3 | $1.6M | Sell |
5,879
-479
| -8% | -$130K | 0.48% | 56 |
|
|
2021
Q2 | $1.55M | Buy |
+6,358
| New | +$1.55M | 0.16% | 143 |
|