ARS Wealth Advisors Group’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 | $847K | Buy |
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|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $959K | Buy |
|
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|
2024
Q3 | $781K | Sell |
|
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|
2024
Q2 | $735K | Sell |
|
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|
2024
Q1 | $927K | Sell |
|
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|
2023
Q4 | $838K | Sell |
|
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $746K | Sell |
|
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|
2023
Q1 | $871K | Sell |
|
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|
2022
Q4 | $717K | Sell |
|
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.37M | Sell |
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|
2021
Q3 | $2.56M | Buy |
|