HG
Harbor Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-633
| Closed | -$212K | – | 97 |
|
|
2024
Q4 | $212K | Buy |
+633
| New | +$212K | 0.05% | 88 |
|
|
2024
Q1 | – | Sell |
-886
| Closed | -$233K | – | 83 |
|
|
2023
Q4 | $233K | Sell |
886
-185
| -17% | -$48.7K | 0.07% | 68 |
|
|
2023
Q3 | $217K | Buy |
+1,071
| New | +$217K | 0.12% | 61 |
|