HAM
Harmony Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
2,148
-15
| -0.7% | -$4.09K | 0.22% | 102 |
|
|
2025
Q1 | $580K | Buy |
2,163
+628
| +41% | +$169K | 0.24% | 96 |
|
|
2024
Q4 | $513K | Buy |
1,535
+6
| +0.4% | +$2.01K | 0.2% | 98 |
|
|
2024
Q3 | $419K | Buy |
1,529
+209
| +16% | +$57.2K | 0.15% | 115 |
|
|
2024
Q2 | $339K | Buy |
+1,320
| New | +$339K | 0.14% | 117 |
|