Harbor Group’s Salesforce CRM Stock Holding History

Harbor Group’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-633	Closed	-$212K	–	98
2024 Q4	$212K	Buy	+633	New	+$202K	0.05%	89
2024 Q1	–	Sell	-886	Closed	-$233K	–	83
2023 Q4	$233K	Sell	886 -185	-17%	-$41.9K	0.07%	68
2023 Q3	$217K	Buy	+1,071	New	+$231K	0.12%	61

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harbor Group's CRM Position: Q1 2025 in Review

Harbor Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 633 shares — an estimated $212K sold.

Harbor Group first reported a position in CRM in Q3 2023 and held it in 3 quarters. The position peaked at $233K in Q4 2023. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Harbor Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Harbor Group sold 633 Salesforce shares in Q1 2025, an estimated $212K.
Harbor Group first reported a position in Salesforce in Q3 2023 and held it in 3 quarters.
Harbor Group's Salesforce position peaked at $233K in Q4 2023.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Harbor Group's 13F filing for Q1 2025, filed 11 Apr 2025.