HHGA
Halbert Hargrove Global Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5K | Sell |
108
-22
| -17% | -$6.01K | ﹤0.01% | 158 |
|
|
2025
Q1 | $34.9K | Buy |
130
+25
| +24% | +$6.72K | ﹤0.01% | 155 |
|
|
2024
Q4 | $35.2K | Buy |
+105
| New | +$35.2K | ﹤0.01% | 156 |
|
|
2023
Q2 | – | Sell |
-1,342
| Closed | -$268K | – | 107 |
|
|
2023
Q1 | $268K | Buy |
+1,342
| New | +$268K | 0.02% | 118 |
|
|
2022
Q2 | – | Sell |
-1,345
| Closed | -$286K | – | 146 |
|
|
2022
Q1 | $286K | Buy |
1,345
+149
| +12% | +$31.7K | 0.02% | 116 |
|
|
2021
Q4 | $304K | Sell |
1,196
-313
| -21% | -$79.6K | 0.02% | 112 |
|
|
2021
Q3 | $409K | Buy |
1,509
+45
| +3% | +$12.2K | 0.03% | 73 |
|
|
2021
Q2 | $358K | Buy |
1,464
+138
| +10% | +$33.7K | 0.02% | 89 |
|
|
2021
Q1 | $281K | Sell |
1,326
-18
| -1% | -$3.81K | 0.02% | 95 |
|
|
2020
Q4 | $299K | Buy |
1,344
+414
| +45% | +$92.1K | 0.02% | 80 |
|
|
2020
Q3 | $234K | Buy |
+930
| New | +$234K | 0.02% | 84 |
|
|
2014
Q3 | – | Sell |
-4,546
| Closed | -$264K | – | 149 |
|
|
2014
Q2 | $264K | Sell |
4,546
-901
| -17% | -$52.3K | 0.08% | 94 |
|
|
2014
Q1 | $311K | Sell |
5,447
-234
| -4% | -$13.4K | 0.1% | 80 |
|
|
2013
Q4 | $314K | Sell |
5,681
-371
| -6% | -$20.5K | 0.1% | 86 |
|
|
2013
Q3 | $314K | Buy |
6,052
+85
| +1% | +$4.41K | 0.1% | 75 |
|
|
2013
Q2 | $228K | Buy |
+5,967
| New | +$228K | 0.08% | 95 |
|