Harel Insurance Investments & Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.91M | Buy |
12,203
+983
| +9% | +$173K | 0.01% | 172 |
|
|
2026
Q1 | $2.09M | Sell |
11,220
-287
| -2% | -$59.5K | 0.01% | 139 |
|
|
2025
Q4 | $3.05M | Buy |
11,507
+625
| +6% | +$155K | 0.03% | 127 |
|
|
2025
Q3 | $2.58M | Sell |
10,882
-137,692
| -93% | -$34.7M | 0.02% | 139 |
|
|
2025
Q2 | $40.6M | Buy |
148,574
+292
| +0.2% | +$78.1K | 0.46% | 54 |
|
|
2025
Q1 | $39.8M | Buy |
148,282
+54,815
| +59% | +$17M | 0.52% | 47 |
|
|
2024
Q4 | $31.3M | Buy |
93,467
+92,235
| +7,487% | +$29.4M | 0.51% | 41 |
|
|
2024
Q3 | $337K | Sell |
1,232
-60
| -5% | -$15.4K | 0.01% | 193 |
|
|
2024
Q2 | $329K | Sell |
1,292
-3,561
| -73% | -$953K | 0.01% | 208 |
|
|
2024
Q1 | $1.46M | Sell |
4,853
-419
| -8% | -$121K | 0.03% | 130 |
|
|
2023
Q4 | $1.4M | Sell |
5,272
-1,567
| -23% | -$355K | 0.02% | 158 |
|
|
2023
Q3 | $1.39M | Sell |
6,839
-4,024
| -37% | -$869K | 0.03% | 149 |
|
|
2023
Q2 | $2.29M | Buy |
10,863
+8,764
| +418% | +$1.79M | 0.06% | 91 |
|
|
2023
Q1 | $415K | Buy |
2,099
+1,380
| +192% | +$233K | 0.01% | 253 |
|
|
2022
Q4 | $95K | Sell |
719
-557
| -44% | -$81.3K | ﹤0.01% | 370 |
|
|
2022
Q3 | $187K | Sell |
1,276
-2,256
| -64% | -$383K | ﹤0.01% | 298 |
|
|
2022
Q2 | $583K | Buy |
3,532
+1,338
| +61% | +$236K | 0.01% | 227 |
|
|
2022
Q1 | $466K | Sell |
2,194
-1,191
| -35% | -$256K | 0.01% | 269 |
|
|
2021
Q4 | $864K | Buy |
3,385
+2,658
| +366% | +$747K | 0.02% | 184 |
|
|
2021
Q3 | $197K | Sell |
727
-14,431
| -95% | -$3.66M | 0.01% | 373 |
|
|
2021
Q2 | $8.37M | Sell |
15,158
-184,810
| -92% | -$42.6M | 0.18% | 61 |
|
|
2021
Q1 | $48.3M | Buy |
199,968
+3,748
| +2% | +$834K | 0.91% | 30 |
|
|
2020
Q4 | $47.6M | Buy |
196,220
+4,818
| +3% | +$1.17M | 1.13% | 30 |
|
|
2020
Q3 | $48.1M | Buy |
191,402
+2,107
| +1% | +$461K | 1.64% | 24 |
|
|
2020
Q2 | $35.5M | Sell |
189,295
-3,435
| -2% | -$579K | 1.22% | 25 |
|
|
2020
Q1 | $27.7M | Buy |
192,730
+187,297
| +3,447% | +$32.1M | 1.3% | 24 |
|
|
2019
Q4 | $884K | Buy |
5,433
+4,733
| +676% | +$742K | 0.04% | 89 |
|
|
2019
Q3 | $104K | Sell |
700
-3,100
| -82% | -$471K | 0.01% | 244 |
|
|
2019
Q2 | $577K | Buy |
3,800
+2,800
| +280% | +$439K | 0.03% | 106 |
|
|
2019
Q1 | $158K | Sell |
1,000
-1,510
| -60% | -$234K | 0.01% | 147 |
|
|
2018
Q4 | $344K | Buy |
2,510
+57
| +2% | +$7.84K | 0.02% | 132 |
|
|
2018
Q3 | $390K | Buy |
+2,453
| New | +$364K | 0.02% | 160 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$7K | – | 428 |
|
|
2016
Q4 | $7K | Sell |
100
-1,050
| -91% | -$76.2K | ﹤0.01% | 319 |
|
|
2016
Q3 | $82K | Sell |
1,150
-1,360
| -54% | -$106K | 0.01% | 179 |
|
|
2016
Q2 | $199K | Sell |
2,510
-2,870
| -53% | -$225K | 0.02% | 161 |
|
|
2016
Q1 | $397K | Buy |
5,380
+1,410
| +36% | +$97.1K | 0.05% | 85 |
|
|
2015
Q4 | $311K | Buy |
+3,970
| New | +$310K | 0.04% | 82 |
|
Other funds holding CRM
Harel Insurance Investments & Financial Services's CRM Position: Q2 2026 in Review
Harel Insurance Investments & Financial Services increased its Salesforce (CRM) stake by 8.8% in Q2 2026, buying an estimated $173K and bringing the position to 12,203 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #172.
Harel Insurance Investments & Financial Services first reported a position in CRM in Q4 2015 and has held it in 37 quarters since. The position peaked at $48.3M in Q1 2021. 1,761 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Harel Insurance Investments & Financial Services held 12,203 shares of Salesforce worth $1.91M as of Q2 2026.
- Harel Insurance Investments & Financial Services bought 983 Salesforce shares in Q2 2026, an estimated $173K.
- Salesforce made up 0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #172 holding.
- Harel Insurance Investments & Financial Services first reported a position in Salesforce in Q4 2015 and has held it in 37 quarters since.
- Harel Insurance Investments & Financial Services's Salesforce position peaked at $48.3M in Q1 2021.
- 1,761 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.