Archvest Wealth Advisors’s Salesforce CRM Stock Holding History

Archvest Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Hold
2025 Q1	$224K	Sell
2024 Q4	$280K	Hold
2024 Q3	$229K	Hold
2024 Q2	$214K	Hold
2024 Q1	$253K	Hold
2023 Q4	$220K	Buy
2022 Q1	–	Sell
2021 Q4	$212K	Buy