Harbor Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
26,326
-1,955
| -7% | -$196K | 0.24% | 82 |
|
|
2025
Q1 | $3.13M | Sell |
28,281
-368
| -1% | -$40.7K | 0.3% | 67 |
|
|
2024
Q4 | $4.01M | Sell |
28,649
-359
| -1% | -$50.3K | 0.38% | 51 |
|
|
2024
Q3 | $3.39M | Sell |
29,008
-80
| -0.3% | -$9.34K | 0.33% | 58 |
|
|
2024
Q2 | $3.2M | Sell |
29,088
-554
| -2% | -$61K | 0.33% | 58 |
|
|
2024
Q1 | $3.92M | Sell |
29,642
-185
| -0.6% | -$24.4K | 0.41% | 47 |
|
|
2023
Q4 | $3.47M | Sell |
29,827
-797
| -3% | -$92.8K | 0.4% | 47 |
|
|
2023
Q3 | $2.84M | Sell |
30,624
-254
| -0.8% | -$23.6K | 0.37% | 56 |
|
|
2023
Q2 | $3.01M | Buy |
30,878
+16,335
| +112% | +$1.59M | 0.42% | 57 |
|
|
2023
Q1 | $2.91M | Sell |
14,543
-1,543
| -10% | -$308K | 0.43% | 54 |
|
|
2022
Q4 | $2.13M | Sell |
16,086
-5,664
| -26% | -$751K | 0.33% | 66 |
|
|
2022
Q3 | $3.13M | Sell |
21,750
-1,088
| -5% | -$157K | 0.52% | 38 |
|
|
2022
Q2 | $3.77M | Sell |
22,838
-1,874
| -8% | -$309K | 0.6% | 30 |
|
|
2022
Q1 | $5.25M | Sell |
24,712
-7,670
| -24% | -$1.63M | 0.7% | 25 |
|
|
2021
Q4 | $8.23M | Buy |
32,382
+60
| +0.2% | +$15.2K | 1.04% | 18 |
|
|
2021
Q3 | $8.77M | Sell |
32,322
-274
| -0.8% | -$74.3K | 1.19% | 13 |
|
|
2021
Q2 | $7.96M | Sell |
32,596
-112
| -0.3% | -$27.4K | 1.08% | 17 |
|
|
2021
Q1 | $6.93M | Sell |
32,708
-629
| -2% | -$133K | 1.04% | 19 |
|
|
2020
Q4 | $7.42M | Buy |
33,337
+2,338
| +8% | +$520K | 1.19% | 13 |
|
|
2020
Q3 | $7.79M | Sell |
30,999
-2,555
| -8% | -$642K | 1.49% | 11 |
|
|
2020
Q2 | $6.29M | Buy |
33,554
+959
| +3% | +$180K | 1.33% | 13 |
|
|
2020
Q1 | $4.69M | Sell |
32,595
-1,808
| -5% | -$260K | 1.26% | 13 |
|
|
2019
Q4 | $5.6M | Buy |
+34,403
| New | +$5.6M | 1.29% | 15 |
|