AGA
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Arkos Global Advisors’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
1,024
+38
+4% +$10.4K 0.04% 110
2025
Q1
$265K Sell
986
-19
-2% -$5.11K 0.04% 108
2024
Q4
$336K Sell
1,005
-36
-3% -$12K 0.05% 89
2024
Q3
$285K Buy
1,041
+42
+4% +$11.5K 0.04% 104
2024
Q2
$257K Sell
999
-1,213
-55% -$312K 0.04% 109
2024
Q1
$666K Buy
2,212
+467
+27% +$141K 0.11% 59
2023
Q4
$459K Buy
1,745
+247
+16% +$65K 0.08% 58
2023
Q3
$304K Buy
+1,498
New +$304K 0.06% 70
2020
Q3
Sell
-2,618
Closed -$490K 83
2020
Q2
$490K Buy
+2,618
New +$490K 0.26% 43