Arvest Investments’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
$1.75M Buy
2025
Q2
$1.97M Sell
2025
Q1
$2.05M Buy
2024
Q4
$330K Buy
2024
Q3
$264K Buy
2024
Q2
$210K Buy
2024
Q1
$210K Sell
2023
Q4
$190K Buy