Arcadia Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $105K | Sell |
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|
2025
Q2 | $237K | Hold |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $136K | Buy |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $142K | Hold |
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|
2021
Q3 | $152K | Buy |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $19K | Hold |
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|
2019
Q2 | $19K | Sell |
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|
2019
Q1 | $28K | Buy |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $13K | Hold |
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|
2017
Q4 | $11K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $9K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $56K | Hold |
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|
2016
Q2 | $62K | Buy |
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