Arvest Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
7,208
-422
| -6% | -$115K | 0.3% | 63 |
|
|
2025
Q1 | $2.05M | Buy |
7,630
+6,643
| +673% | +$1.78M | 0.32% | 63 |
|
|
2024
Q4 | $330K | Buy |
987
+24
| +2% | +$8.03K | 0.05% | 129 |
|
|
2024
Q3 | $264K | Buy |
963
+145
| +18% | +$39.7K | 0.04% | 126 |
|
|
2024
Q2 | $210K | Buy |
818
+122
| +18% | +$31.4K | 0.03% | 123 |
|
|
2024
Q1 | $210K | Sell |
696
-25
| -3% | -$7.53K | 0.03% | 119 |
|
|
2023
Q4 | $190K | Buy |
+721
| New | +$190K | 0.03% | 118 |
|