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