Harfst & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
7,746
+30
| +0.4% | +$8.18K | 0.44% | 38 |
|
|
2025
Q1 | $2.07M | Buy |
7,716
+127
| +2% | +$34.1K | 0.48% | 35 |
|
|
2024
Q4 | $2.54M | Buy |
7,589
+496
| +7% | +$166K | 0.53% | 35 |
|
|
2024
Q3 | $1.94M | Buy |
7,093
+1,553
| +28% | +$425K | 0.44% | 53 |
|
|
2024
Q2 | $1.42M | Buy |
5,540
+203
| +4% | +$52.2K | 0.33% | 55 |
|
|
2024
Q1 | $1.61M | Buy |
+5,337
| New | +$1.61M | 0.38% | 47 |
|
|
2022
Q3 | – | Sell |
-2,639
| Closed | -$435K | – | 103 |
|
|
2022
Q2 | $435K | Sell |
2,639
-1,834
| -41% | -$302K | 0.12% | 89 |
|
|
2022
Q1 | $949K | Buy |
4,473
+408
| +10% | +$86.6K | 0.22% | 74 |
|
|
2021
Q4 | $1.03M | Buy |
4,065
+375
| +10% | +$95.3K | 0.26% | 63 |
|
|
2021
Q3 | $1M | Buy |
3,690
+16
| +0.4% | +$4.34K | 0.28% | 63 |
|
|
2021
Q2 | $897K | Sell |
3,674
-402
| -10% | -$98.1K | 0.26% | 72 |
|
|
2021
Q1 | $863K | Buy |
4,076
+861
| +27% | +$182K | 0.26% | 77 |
|
|
2020
Q4 | $715K | Buy |
3,215
+1,059
| +49% | +$236K | 0.26% | 69 |
|
|
2020
Q3 | $541K | Buy |
2,156
+62
| +3% | +$15.6K | 0.23% | 73 |
|
|
2020
Q2 | $392K | Sell |
2,094
-21
| -1% | -$3.93K | 0.17% | 76 |
|
|
2020
Q1 | $304K | Buy |
2,115
+3
| +0.1% | +$431 | 0.15% | 77 |
|
|
2019
Q4 | $343K | Sell |
2,112
-45
| -2% | -$7.31K | 0.13% | 77 |
|
|
2019
Q3 | $320K | Buy |
2,157
+79
| +4% | +$11.7K | 0.13% | 75 |
|
|
2019
Q2 | $315K | Hold |
2,078
| – | – | 0.13% | 78 |
|
|
2019
Q1 | $329K | Buy |
2,078
+56
| +3% | +$8.87K | 0.14% | 78 |
|
|
2018
Q4 | $276K | Buy |
2,022
+60
| +3% | +$8.19K | 0.13% | 74 |
|
|
2018
Q3 | $312K | Buy |
1,962
+45
| +2% | +$7.16K | 0.13% | 66 |
|
|
2018
Q2 | $261K | Buy |
1,917
+126
| +7% | +$17.2K | 0.11% | 70 |
|
|
2018
Q1 | $208K | Buy |
+1,791
| New | +$208K | 0.08% | 80 |
|
|
2017
Q3 | – | Sell |
-1,894
| Closed | -$164K | – | 105 |
|
|
2017
Q2 | $164K | Buy |
1,894
+180
| +11% | +$15.6K | 0.07% | 88 |
|
|
2017
Q1 | $141K | Buy |
+1,714
| New | +$141K | 0.06% | 97 |
|
|
2016
Q1 | – | Sell |
-1,815
| Closed | -$142K | – | 102 |
|
|
2015
Q4 | $142K | Buy |
1,815
+230
| +15% | +$18K | 0.06% | 111 |
|
|
2015
Q3 | $110K | Sell |
1,585
-40
| -2% | -$2.78K | 0.05% | 121 |
|
|
2015
Q2 | $113K | Buy |
+1,625
| New | +$113K | 0.06% | 112 |
|