HIP
Harrell Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
12,746
+555
| +5% | +$151K | 0.88% | 38 |
|
|
2025
Q1 | $3.27M | Sell |
12,191
-913
| -7% | -$245K | 0.97% | 40 |
|
|
2024
Q4 | $4.38M | Buy |
13,104
+133
| +1% | +$44.5K | 1.22% | 29 |
|
|
2024
Q3 | $3.55M | Buy |
12,971
+137
| +1% | +$37.5K | 1% | 38 |
|
|
2024
Q2 | $3.3M | Buy |
12,834
+224
| +2% | +$57.6K | 0.96% | 41 |
|
|
2024
Q1 | $3.8M | Sell |
12,610
-789
| -6% | -$238K | 1.13% | 34 |
|
|
2023
Q4 | $3.53M | Buy |
13,399
+208
| +2% | +$54.7K | 1.1% | 37 |
|
|
2023
Q3 | $2.69M | Buy |
13,191
+123
| +0.9% | +$25.1K | 0.92% | 42 |
|
|
2023
Q2 | $2.76M | Sell |
13,068
-107
| -0.8% | -$22.6K | 0.94% | 39 |
|
|
2023
Q1 | $2.58M | Buy |
13,175
+853
| +7% | +$167K | 0.92% | 40 |
|
|
2022
Q4 | $1.63M | Sell |
12,322
-1,264
| -9% | -$168K | 0.64% | 51 |
|
|
2022
Q3 | $1.95M | Buy |
13,586
+1,028
| +8% | +$148K | 0.82% | 45 |
|
|
2022
Q2 | $2.07M | Buy |
12,558
+692
| +6% | +$114K | 0.85% | 39 |
|
|
2022
Q1 | $2.52M | Buy |
11,866
+1,248
| +12% | +$265K | 0.89% | 41 |
|
|
2021
Q4 | $2.7M | Buy |
10,618
+235
| +2% | +$59.7K | 0.83% | 39 |
|
|
2021
Q3 | $2.82M | Buy |
10,383
+386
| +4% | +$105K | 0.91% | 40 |
|
|
2021
Q2 | $2.44M | Sell |
9,997
-101
| -1% | -$24.7K | 0.79% | 47 |
|
|
2021
Q1 | $2.14M | Sell |
10,098
-533
| -5% | -$113K | 0.76% | 47 |
|
|
2020
Q4 | $2.37M | Sell |
10,631
-374
| -3% | -$83.2K | 0.91% | 41 |
|
|
2020
Q3 | $2.77M | Buy |
11,005
+298
| +3% | +$74.9K | 1.2% | 38 |
|
|
2020
Q2 | $2.01M | Buy |
10,707
+65
| +0.6% | +$12.2K | 1.02% | 37 |
|
|
2020
Q1 | $1.53M | Sell |
10,642
-124
| -1% | -$17.9K | 0.83% | 44 |
|
|
2019
Q4 | $1.75M | Buy |
+10,766
| New | +$1.75M | 0.8% | 42 |
|