AA
Argent Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
5,426
+357
| +7% | +$97.4K | 0.46% | 58 |
|
|
2025
Q1 | $1.36M | Buy |
5,069
+295
| +6% | +$79.2K | 0.46% | 61 |
|
|
2024
Q4 | $1.6M | Sell |
4,774
-17
| -0.4% | -$5.68K | 0.59% | 48 |
|
|
2024
Q3 | $1.31M | Buy |
4,791
+17
| +0.4% | +$4.65K | 0.49% | 57 |
|
|
2024
Q2 | $1.23M | Sell |
4,774
-226
| -5% | -$58.1K | 0.49% | 56 |
|
|
2024
Q1 | $1.51M | Sell |
5,000
-70
| -1% | -$21.1K | 0.6% | 46 |
|
|
2023
Q4 | $1.33M | Sell |
5,070
-48
| -0.9% | -$12.6K | 0.58% | 47 |
|
|
2023
Q3 | $1.04M | Sell |
5,118
-83
| -2% | -$16.8K | 0.47% | 54 |
|
|
2023
Q2 | $1.1M | Buy |
5,201
+249
| +5% | +$52.6K | 0.5% | 50 |
|
|
2023
Q1 | $989K | Buy |
4,952
+54
| +1% | +$10.8K | 0.47% | 53 |
|
|
2022
Q4 | $649K | Sell |
4,898
-464
| -9% | -$61.5K | 0.34% | 69 |
|
|
2022
Q3 | $771K | Buy |
5,362
+228
| +4% | +$32.8K | 0.45% | 60 |
|
|
2022
Q2 | $847K | Buy |
5,134
+392
| +8% | +$64.7K | 0.48% | 60 |
|
|
2022
Q1 | $1.01M | Buy |
4,742
+651
| +16% | +$138K | 0.54% | 58 |
|
|
2021
Q4 | $1.04M | Sell |
4,091
-76
| -2% | -$19.3K | 0.56% | 56 |
|
|
2021
Q3 | $1.13M | Buy |
4,167
+634
| +18% | +$172K | 0.65% | 44 |
|
|
2021
Q2 | $863K | Buy |
3,533
+567
| +19% | +$139K | 0.52% | 57 |
|
|
2021
Q1 | $628K | Buy |
2,966
+280
| +10% | +$59.3K | 0.4% | 71 |
|
|
2020
Q4 | $598K | Buy |
+2,686
| New | +$598K | 0.37% | 76 |
|
|
2020
Q1 | – | Sell |
-189
| Closed | -$33K | – | 202 |
|
|
2019
Q4 | $33K | Buy |
+189
| New | +$33K | 0.02% | 220 |
|