Arden Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $424K | Sell |
1,648
-6
| -0.4% | -$1.54K | 0.06% | 149 |
|
2024
Q1 | $498K | Sell |
1,654
-232
| -12% | -$69.9K | 0.07% | 147 |
|
2023
Q4 | $496K | Sell |
1,886
-17
| -0.9% | -$4.47K | 0.07% | 146 |
|
2023
Q3 | $386K | Sell |
1,903
-110
| -5% | -$22.3K | 0.06% | 171 |
|
2023
Q2 | $425K | Sell |
2,013
-1,639
| -45% | -$346K | 0.07% | 158 |
|
2023
Q1 | $730K | Buy |
3,652
+286
| +8% | +$57.2K | 0.13% | 133 |
|
2022
Q4 | $446K | Sell |
3,366
-1,945
| -37% | -$258K | 0.09% | 182 |
|
2022
Q3 | $764K | Sell |
5,311
-86
| -2% | -$12.4K | 0.19% | 118 |
|
2022
Q2 | $890K | Sell |
5,397
-1,300
| -19% | -$214K | 0.2% | 115 |
|
2022
Q1 | $1.42M | Sell |
6,697
-274
| -4% | -$58.2K | 0.28% | 80 |
|
2021
Q4 | $1.77M | Buy |
6,971
+420
| +6% | +$107K | 0.3% | 70 |
|
2021
Q3 | $1.78M | Buy |
6,551
+250
| +4% | +$67.8K | 0.3% | 72 |
|
2021
Q2 | $1.54M | Sell |
6,301
-574
| -8% | -$140K | 0.25% | 83 |
|
2021
Q1 | $1.46M | Buy |
6,875
+255
| +4% | +$54K | 0.25% | 86 |
|
2020
Q4 | $1.47M | Sell |
6,620
-366
| -5% | -$81.4K | 0.24% | 87 |
|
2020
Q3 | $1.76M | Buy |
6,986
+1,744
| +33% | +$438K | 0.32% | 63 |
|
2020
Q2 | $982K | Buy |
5,242
+946
| +22% | +$177K | 0.18% | 113 |
|
2020
Q1 | $619K | Buy |
4,296
+555
| +15% | +$80K | 0.12% | 147 |
|
2019
Q4 | $609K | Buy |
+3,741
| New | +$609K | 0.1% | 191 |
|
2019
Q2 | – | Sell |
-1,278
| Closed | -$202K | – | 349 |
|
2019
Q1 | $202K | Buy |
+1,278
| New | +$202K | 0.03% | 363 |
|
2016
Q3 | – | Sell |
-14,000
| Closed | -$1.11K | – | 363 |
|
2016
Q2 | $1.11K | Sell |
14,000
-1,057
| -7% | -$84 | 0.08% | 226 |
|
2016
Q1 | $1.11M | Sell |
15,057
-6,956
| -32% | -$514K | 0.09% | 227 |
|
2015
Q4 | $1.73M | Buy |
22,013
+6,335
| +40% | +$497K | 0.15% | 153 |
|
2015
Q3 | $1.09M | Buy |
15,678
+9,049
| +137% | +$629K | 0.09% | 244 |
|
2015
Q2 | $462 | Sell |
6,629
-1,957
| -23% | -$136 | 0.07% | 280 |
|
2015
Q1 | $574 | Buy |
+8,586
| New | +$574 | 0.08% | 258 |
|