Arete Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $682M | Sell |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $613K | Buy |
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|
2021
Q3 | $538K | Buy |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $854K | Buy |
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|
2020
Q4 | $704K | Sell |
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|
2020
Q3 | $873K | Buy |
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|
2020
Q2 | $607K | Sell |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $529K | Buy |
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|
2019
Q3 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $391K | Sell |
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|
2018
Q1 | $391K | Buy |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $260K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.19M | Buy |
|