Harrell Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
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|
2025
Q1 | $3.27M | Sell |
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|
2024
Q4 | $4.38M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3.3M | Buy |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.53M | Buy |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.58M | Buy |
|
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $2.7M | Buy |
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|
2021
Q3 | $2.82M | Buy |
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|
2021
Q2 | $2.44M | Sell |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $2.37M | Sell |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $1.75M | Buy |
|