Arcadia Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
870
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $233K | Buy |
870
+15
| +2% | +$4.03K | 0.04% | 112 |
|
|
2024
Q4 | $286K | Hold |
855
| – | – | 0.05% | 110 |
|
|
2024
Q3 | $234K | Buy |
855
+27
| +3% | +$7.39K | 0.04% | 115 |
|
|
2024
Q2 | $213K | Sell |
828
-500
| -38% | -$129K | 0.04% | 117 |
|
|
2024
Q1 | $400K | Buy |
1,328
+221
| +20% | +$66.6K | 0.07% | 93 |
|
|
2023
Q4 | $291K | Sell |
1,107
-500
| -31% | -$132K | 0.06% | 112 |
|
|
2023
Q3 | $326K | Hold |
1,607
| – | – | 0.07% | 102 |
|
|
2023
Q2 | $339K | Buy |
1,607
+157
| +11% | +$33.2K | 0.07% | 102 |
|
|
2023
Q1 | $290K | Buy |
1,450
+422
| +41% | +$84.3K | 0.06% | 111 |
|
|
2022
Q4 | $136K | Buy |
1,028
+485
| +89% | +$64.3K | 0.03% | 156 |
|
|
2022
Q3 | $78K | Sell |
543
-17
| -3% | -$2.44K | 0.02% | 166 |
|
|
2022
Q2 | $92K | Hold |
560
| – | – | 0.02% | 162 |
|
|
2022
Q1 | $119K | Hold |
560
| – | – | 0.02% | 156 |
|
|
2021
Q4 | $142K | Hold |
560
| – | – | 0.02% | 158 |
|
|
2021
Q3 | $152K | Buy |
560
+500
| +833% | +$136K | 0.03% | 149 |
|
|
2021
Q2 | $15K | Buy |
60
+43
| +253% | +$10.8K | ﹤0.01% | 245 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 266 |
|
|
2020
Q4 | $4K | Sell |
17
-108
| -86% | -$25.4K | ﹤0.01% | 241 |
|
|
2020
Q3 | $31K | Hold |
125
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $23K | Hold |
125
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $18K | Hold |
125
| – | – | 0.01% | 248 |
|
|
2019
Q4 | $20K | Hold |
125
| – | – | 0.01% | 247 |
|
|
2019
Q3 | $19K | Hold |
125
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $19K | Sell |
125
-51
| -29% | -$7.75K | 0.01% | 265 |
|
|
2019
Q1 | $28K | Buy |
176
+68
| +63% | +$10.8K | 0.01% | 227 |
|
|
2018
Q4 | $15K | Hold |
108
| – | – | 0.01% | 244 |
|
|
2018
Q3 | $17K | Hold |
108
| – | – | ﹤0.01% | 283 |
|
|
2018
Q2 | $15K | Hold |
108
| – | – | ﹤0.01% | 295 |
|
|
2018
Q1 | $13K | Hold |
108
| – | – | ﹤0.01% | 306 |
|
|
2017
Q4 | $11K | Hold |
108
| – | – | ﹤0.01% | 323 |
|
|
2017
Q3 | $10K | Hold |
108
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $9K | Hold |
108
| – | – | ﹤0.01% | 326 |
|
|
2017
Q1 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 378 |
|
|
2016
Q4 | – | Sell |
-786
| Closed | -$56K | – | 321 |
|
|
2016
Q3 | $56K | Hold |
786
| – | – | 0.02% | 187 |
|
|
2016
Q2 | $62K | Buy |
+786
| New | +$62K | 0.02% | 180 |
|