Arbor Trust Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
|
|||||
|
2025
Q1 | $1.91M | Buy |
|
|||||
|
2024
Q4 | $2.33M | Buy |
|
|||||
|
2024
Q3 | $1.68M | Hold |
|
|||||
|
2024
Q2 | $1.68M | Buy |
|
|||||
|
2024
Q1 | $1.95M | Buy |
|
|||||
|
2023
Q4 | $1.66M | Buy |
|
|||||
|
2023
Q3 | $1.26M | Buy |
|
|||||
|
2023
Q2 | $1.3M | Buy |
|
|||||
|
2023
Q1 | $1.15M | Sell |
|
|||||
|
2022
Q4 | $770K | Sell |
|
|||||
|
2022
Q3 | $860K | Sell |
|
|||||
|
2022
Q2 | $1.02M | Buy |
|
|||||
|
2022
Q1 | $1.24M | Sell |
|
|||||
|
2021
Q4 | $1.52M | Buy |
|
|||||
|
2021
Q3 | $1.62M | Sell |
|
|||||
|
2021
Q2 | $1.48M | Sell |
|
|||||
|
2021
Q1 | $1.29M | Buy |
|
|||||
|
2020
Q4 | $1.29M | Buy |
|
|||||
|
2020
Q3 | $1.43M | Sell |
|
|||||
|
2020
Q2 | $1.06M | Sell |
|
|||||
|
2020
Q1 | $890K | Sell |
|
|||||
|
2019
Q4 | $1.01M | Buy |
|