HIIFS
Harel Insurance Investments & Financial Services’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40.6M | Buy |
148,574
+292
| +0.2% | +$79.7K | 0.46% | 54 |
|
2025
Q1 | $39.8M | Buy |
148,282
+54,815
| +59% | +$14.7M | 0.52% | 47 |
|
2024
Q4 | $31.3M | Buy |
93,467
+92,235
| +7,487% | +$30.9M | 0.51% | 41 |
|
2024
Q3 | $337K | Sell |
1,232
-60
| -5% | -$16.4K | 0.01% | 193 |
|
2024
Q2 | $329K | Sell |
1,292
-3,561
| -73% | -$907K | 0.01% | 208 |
|
2024
Q1 | $1.46M | Sell |
4,853
-419
| -8% | -$126K | 0.03% | 130 |
|
2023
Q4 | $1.4M | Sell |
5,272
-1,567
| -23% | -$416K | 0.02% | 158 |
|
2023
Q3 | $1.39M | Sell |
6,839
-4,024
| -37% | -$818K | 0.03% | 149 |
|
2023
Q2 | $2.29M | Buy |
10,863
+8,764
| +418% | +$1.84M | 0.06% | 91 |
|
2023
Q1 | $415K | Buy |
2,099
+1,380
| +192% | +$273K | 0.01% | 253 |
|
2022
Q4 | $95K | Sell |
719
-557
| -44% | -$73.6K | ﹤0.01% | 370 |
|
2022
Q3 | $187K | Sell |
1,276
-2,256
| -64% | -$331K | ﹤0.01% | 298 |
|
2022
Q2 | $583K | Buy |
3,532
+1,338
| +61% | +$221K | 0.01% | 227 |
|
2022
Q1 | $466K | Sell |
2,194
-1,191
| -35% | -$253K | 0.01% | 269 |
|
2021
Q4 | $864K | Buy |
3,385
+2,658
| +366% | +$678K | 0.02% | 184 |
|
2021
Q3 | $197K | Sell |
727
-14,431
| -95% | -$3.91M | 0.01% | 373 |
|
2021
Q2 | $8.37M | Sell |
15,158
-184,810
| -92% | -$102M | 0.18% | 61 |
|
2021
Q1 | $48.3M | Buy |
199,968
+3,748
| +2% | +$904K | 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% | +$530K | 1.64% | 24 |
|
2020
Q2 | $35.5M | Sell |
189,295
-3,435
| -2% | -$643K | 1.22% | 25 |
|
2020
Q1 | $27.7M | Buy |
192,730
+187,297
| +3,447% | +$27M | 1.3% | 24 |
|
2019
Q4 | $884K | Buy |
5,433
+4,733
| +676% | +$770K | 0.04% | 89 |
|
2019
Q3 | $104K | Sell |
700
-3,100
| -82% | -$461K | 0.01% | 244 |
|
2019
Q2 | $577K | Buy |
3,800
+2,800
| +280% | +$425K | 0.03% | 106 |
|
2019
Q1 | $158K | Sell |
1,000
-1,510
| -60% | -$239K | 0.01% | 147 |
|
2018
Q4 | $344K | Buy |
2,510
+57
| +2% | +$7.81K | 0.02% | 132 |
|
2018
Q3 | $390K | Buy |
+2,453
| New | +$390K | 0.02% | 160 |
|
2017
Q1 | – | Sell |
-100
| Closed | -$7K | – | 428 |
|
2016
Q4 | $7K | Sell |
100
-1,050
| -91% | -$73.5K | ﹤0.01% | 319 |
|
2016
Q3 | $82K | Sell |
1,150
-1,360
| -54% | -$97K | 0.01% | 179 |
|
2016
Q2 | $199K | Sell |
2,510
-2,870
| -53% | -$228K | 0.02% | 161 |
|
2016
Q1 | $397K | Buy |
5,380
+1,410
| +36% | +$104K | 0.05% | 85 |
|
2015
Q4 | $311K | Buy |
+3,970
| New | +$311K | 0.04% | 82 |
|