Arkadios 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 | $18.8M | Buy |
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|
2025
Q1 | $16.3M | Buy |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $8.8M | Buy |
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|
2024
Q1 | $9.63M | Buy |
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|
2023
Q4 | $8.29M | Sell |
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|
2023
Q3 | $6.4M | Buy |
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|
2023
Q2 | $5.56M | Buy |
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|
2023
Q1 | $5.14M | Buy |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $2.99M | Buy |
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|
2022
Q2 | $3.28M | Buy |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $180K | Buy |
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|
2019
Q4 | $230K | Buy |
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