Arrowroot Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
+5,555
| New | +$1.51M | 0.68% | 37 |
|
|
2024
Q4 | $1.87M | Buy |
5,582
+888
| +19% | +$297K | 0.97% | 26 |
|
|
2024
Q3 | $1.28M | Buy |
4,694
+156
| +3% | +$42.7K | 0.75% | 36 |
|
|
2024
Q2 | $1.17M | Buy |
4,538
+185
| +4% | +$47.6K | 0.75% | 37 |
|
|
2024
Q1 | $1.31M | Sell |
4,353
-146
| -3% | -$44K | 0.84% | 35 |
|
|
2023
Q4 | $1.18M | Sell |
4,499
-858
| -16% | -$226K | 0.84% | 36 |
|
|
2023
Q3 | $1.09M | Sell |
5,357
-1,430
| -21% | -$290K | 0.86% | 37 |
|
|
2023
Q2 | $1.43M | Sell |
6,787
-232
| -3% | -$49K | 1.09% | 29 |
|
|
2023
Q1 | $1.4M | Buy |
+7,019
| New | +$1.4M | 1.2% | 25 |
|