Everett Harris & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
1,155
+15
| +1% | +$4.09K | ﹤0.01% | 266 |
|
|
2025
Q1 | $306K | Hold |
1,140
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $381K | Buy |
1,140
+13
| +1% | +$4.35K | ﹤0.01% | 219 |
|
|
2024
Q3 | $308K | Hold |
1,127
| – | – | ﹤0.01% | 230 |
|
|
2024
Q2 | $290K | Buy |
1,127
+275
| +32% | +$70.7K | ﹤0.01% | 232 |
|
|
2024
Q1 | $257K | Hold |
852
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $224K | Buy |
+852
| New | +$224K | ﹤0.01% | 242 |
|