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Harbor Investment Advisory’s Salesforce CRM Stock Holding History

Harbor Investment Advisory’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
2026
Q2 		$651K Sell
4,152
-51
-1% -$8.97K 0.05% 262
2026
Q1 		$785K Sell
4,203
-18,499
-81% -$3.83M 0.06% 227
2025
Q4 		$1.61M Sell
22,702
-929
-4% -$231K 0.12% 136
2025
Q3 		$1.66M Sell
23,631
-2,695
-10% -$680K 0.14% 122
2025
Q2 		$2.64M Sell
26,326
-1,955
-7% -$523K 0.24% 82
2025
Q1 		$3.13M Sell
28,281
-368
-1% -$114K 0.3% 67
2024
Q4 		$4.01M Sell
28,649
-359
-1% -$115K 0.38% 51
2024
Q3 		$3.39M Sell
29,008
-80
-0.3% -$20.5K 0.33% 58
2024
Q2 		$3.2M Sell
29,088
-554
-2% -$148K 0.33% 58
2024
Q1 		$3.92M Sell
29,642
-185
-0.6% -$53.4K 0.41% 47
2023
Q4 		$3.47M Sell
29,827
-797
-3% -$180K 0.4% 47
2023
Q3 		$2.84M Sell
30,624
-254
-0.8% -$54.9K 0.37% 56
2023
Q2 		$3.01M Buy
30,878
+16,335
+112% +$3.33M 0.42% 57
2023
Q1 		$2.91M Sell
14,543
-1,543
-10% -$261K 0.43% 54
2022
Q4 		$2.13M Sell
16,086
-5,664
-26% -$826K 0.33% 66
2022
Q3 		$3.13M Sell
21,750
-1,088
-5% -$184K 0.52% 38
2022
Q2 		$3.77M Sell
22,838
-1,874
-8% -$331K 0.6% 30
2022
Q1 		$5.25M Sell
24,712
-7,670
-24% -$1.65M 0.7% 25
2021
Q4 		$8.23M Buy
32,382
+60
+0.2% +$16.9K 1.04% 18
2021
Q3 		$8.77M Sell
32,322
-274
-0.8% -$69.6K 1.19% 13
2021
Q2 		$7.96M Sell
32,596
-112
-0.3% -$25.8K 1.08% 17
2021
Q1 		$6.93M Sell
32,708
-629
-2% -$140K 1.04% 19
2020
Q4 		$7.42M Buy
33,337
+2,338
+8% +$569K 1.19% 13
2020
Q3 		$7.79M Sell
30,999
-2,555
-8% -$559K 1.49% 11
2020
Q2 		$6.29M Buy
33,554
+959
+3% +$162K 1.33% 13
2020
Q1 		$4.69M Sell
32,595
-1,808
-5% -$310K 1.26% 13
2019
Q4 		$5.59M Buy
+34,403
New +$5.39M 1.29% 15

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harbor Investment Advisory's CRM Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Salesforce (CRM) stake by 1.2% in Q2 2026, selling an estimated $8.97K and leaving 4,152 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #262.

Harbor Investment Advisory first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.77M in Q3 2021. 823 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Harbor Investment Advisory held 4,152 shares of Salesforce worth $651K as of Q2 2026.
  • Harbor Investment Advisory sold 51 Salesforce shares in Q2 2026, an estimated $8.97K.
  • Salesforce made up 0.05% of Harbor Investment Advisory's portfolio in Q2 2026, its #262 holding.
  • Harbor Investment Advisory first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Salesforce position peaked at $8.77M in Q3 2021.
  • 823 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.