Arlington Financial 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
Q3
$3.82M Buy
2025
Q2
$4.24M Buy
2025
Q1
$4.09M Buy
2024
Q4
$5.08M Sell
2024
Q3
$4.18M Buy
2024
Q2
$3.86M Sell
2024
Q1
$4.55M Sell
2023
Q4
$4.27M Buy
2023
Q3
$3.29M Sell
2023
Q2
$3.45M Buy
2023
Q1
$3.24M Buy
2022
Q4
$1.8M Sell
2022
Q3
$2.24M Sell
2022
Q2
$2.64M Buy
2022
Q1
$3.27M Buy
2021
Q4
$3.65M Sell
2021
Q3
$3.91M Sell
2021
Q2
$3.56M Buy
2021
Q1
$2.88M Buy
2020
Q4
$2.98M Buy
2020
Q3
$3.32M Buy
2020
Q2
$2.45M Buy
2020
Q1
$1.64M Buy