ABTD
Arvest Bank Trust Division’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
45,228
-21,380
| -32% | -$5.83M | 0.72% | 44 |
|
|
2025
Q1 | $17.9M | Buy |
66,608
+64,728
| +3,443% | +$17.4M | 1.13% | 26 |
|
|
2024
Q4 | $629K | Buy |
1,880
+492
| +35% | +$164K | 0.04% | 120 |
|
|
2024
Q3 | $380K | Buy |
+1,388
| New | +$380K | 0.02% | 136 |
|
|
2021
Q3 | $388K | Buy |
1,431
+109
| +8% | +$29.6K | 0.02% | 123 |
|
|
2021
Q2 | $323K | Buy |
+1,322
| New | +$323K | 0.02% | 128 |
|