HFA
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Harbert Fund Advisors’s Salesforce CRM Stock Holding History

Harbert Fund Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,750
Closed -$450K – 82
2024
Q2 		$450K Hold
1,750
– – 0.32% 70
2024
Q1 		$527K Buy
+1,750
New +$527K 0.36% 61