HCA
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Harbour Capital Advisors’s Salesforce CRM Stock Holding History

Harbour Capital Advisors’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
Q1 		– Sell
-11,228
Closed -$2.85M – 286
2025
Q4 		$2.85M Sell
11,228
-125
-1% -$31.1K 0.58% 48
2025
Q3 		$2.72M Sell
11,353
-6,828
-38% -$1.72M 0.56% 50
2025
Q2 		$4.89M Buy
18,181
+30
+0.2% +$8.02K 1.03% 23
2025
Q1 		$4.63M Buy
18,151
+718
+4% +$223K 1.15% 20
2024
Q4 		$5.8M Sell
17,433
-161
-0.9% -$51.4K 1.29% 18
2024
Q3 		$5.07M Sell
17,594
-322
-2% -$82.5K 1.17% 21
2024
Q2 		$4.59M Sell
17,916
-119
-0.7% -$31.8K 1.09% 24
2024
Q1 		$5.48M Buy
18,035
+151
+0.8% +$43.6K 1.36% 18
2023
Q4 		$4.5M Buy
17,884
+2
+0% +$453 1.24% 21
2023
Q3 		$3.63M Buy
17,882
+105
+0.6% +$22.7K 1.09% 25
2023
Q2 		$3.76M Sell
17,777
-315
-2% -$64.3K 1.11% 25
2023
Q1 		$3.61M Buy
18,092
+96
+0.5% +$16.2K 1.09% 29
2022
Q4 		$2.43M Sell
17,996
-2,731
-13% -$399K 0.82% 37
2022
Q3 		$3.02M Sell
20,727
-3,245
-14% -$550K 1.05% 27
2022
Q2 		$3.96M Sell
23,972
-232
-1% -$41K 1.29% 22
2022
Q1 		$5.14M Sell
24,204
-2
-0% -$430 1.41% 18
2021
Q4 		$6.15M Buy
24,206
+73
+0.3% +$20.5K 1.51% 14
2021
Q3 		$6.54M Buy
24,133
+468
+2% +$119K 1.72% 9
2021
Q2 		$5.78M Buy
23,665
+120
+0.5% +$27.7K 1.55% 13
2021
Q1 		$4.99M Buy
23,545
+164
+0.7% +$36.5K 1.47% 16
2020
Q4 		$5K Buy
23,381
+190
+0.8% +$46.2K 2.49% 6
2020
Q3 		$5.83M Sell
23,191
-30
-0.1% -$6.57K 2.13% 5
2020
Q2 		$4.35M Buy
23,221
+315
+1% +$53.1K 1.76% 7
2020
Q1 		$3.3M Buy
22,906
+454
+2% +$77.8K 1.68% 12
2019
Q4 		$3.65M Buy
22,452
+1,534
+7% +$240K 1.4% 16
2019
Q3 		$3.1M Buy
20,918
+1,517
+8% +$231K 1.31% 16
2019
Q2 		$2.94M Buy
19,401
+3,766
+24% +$590K 1.26% 18
2019
Q1 		$2.48M Buy
15,635
+1,923
+14% +$298K 1.09% 22
2018
Q4 		$1.88M Sell
13,712
-177
-1% -$24.3K 0.93% 27
2018
Q3 		$2.21M Sell
13,889
-1,560
-10% -$231K 0.89% 25
2018
Q2 		$2.17M Buy
15,449
+117
+0.8% +$14.9K 0.93% 27
2018
Q1 		$1.78M Sell
15,332
-523
-3% -$60.1K 0.76% 33
2017
Q4 		$1.62M Buy
15,855
+5
+0% +$510 0.67% 39
2017
Q3 		$1.48M Buy
15,850
+165
+1% +$15.2K 0.65% 39
2017
Q2 		$1.36M Buy
15,685
+25
+0.2% +$2.18K 0.67% 42
2017
Q1 		$1.29M Hold
15,660
– – 0.59% 42
2016
Q4 		$1.07M Buy
15,660
+920
+6% +$66.8K 0.77% 42
2016
Q3 		$1.05M Buy
14,740
+4,410
+43% +$344K 0.66% 42
2016
Q2 		$820K Buy
10,330
+1,700
+20% +$133K 0.46% 77
2016
Q1 		$637K Buy
8,630
+2,200
+34% +$152K 0.36% 101
2015
Q4 		$504K Buy
6,430
+3,050
+90% +$238K 0.27% 122
2015
Q3 		$235K Buy
+3,380
New +$240K 0.17% 160

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harbour Capital Advisors's CRM Position: Q1 2026 in Review

Harbour Capital Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 11,228 shares — an estimated $2.85M sold.

Harbour Capital Advisors first reported a position in CRM in Q3 2015 and held it in 42 quarters. The position peaked at $6.54M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Harbour Capital Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Harbour Capital Advisors sold 11,228 Salesforce shares in Q1 2026, an estimated $2.85M.
  • Harbour Capital Advisors first reported a position in Salesforce in Q3 2015 and held it in 42 quarters.
  • Harbour Capital Advisors's Salesforce position peaked at $6.54M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Harbour Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.