Arkadios Wealth Advisors's ownership history for CRM

Arkadios Wealth Advisors currently holds 50.1K shares with a market value of $9.4M. It started holding CRM on 2024-09-30. At its peak, it held 68.9K shares on 2025-06-30. Its highest holding value was $18.8M on 2025-06-30. At its lowest, it held 37.8K shares on 2024-09-30, with a value of $9.4M on 2026-03-31. In the recent 180 days, Arkadios Wealth Advisors has decreased its shares by 7.5K. In the recent year, Arkadios Wealth Advisors has decreased its shares by 10.7K.

It has also owned 30 contracts of calls, with the market value of the underlying securities totaling $560.0K on 2025-03-31. At its peak, it held 30 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $560.0K on 2026-03-31. At its lowest, it held 1 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $23.7K on 2025-09-30. In the recent 180 days, Arkadios Wealth Advisors has increased its holdings by 29 contracts. In the recent year, Arkadios Wealth Advisors has increased its holdings by 29 contracts.