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
2025
Q1
$3.27M Sell
2024
Q4
$4.38M Buy
2024
Q3
$3.55M Buy
2024
Q2
$3.3M Buy
2024
Q1
$3.8M Sell
2023
Q4
$3.53M Buy
2023
Q3
$2.69M Buy
2023
Q2
$2.76M Sell
2023
Q1
$2.58M Buy
2022
Q4
$1.63M Sell
2022
Q3
$1.95M Buy
2022
Q2
$2.07M Buy
2022
Q1
$2.52M Buy
2021
Q4
$2.7M Buy
2021
Q3
$2.82M Buy
2021
Q2
$2.44M Sell
2021
Q1
$2.14M Sell
2020
Q4
$2.37M Sell
2020
Q3
$2.77M Buy
2020
Q2
$2.01M Buy
2020
Q1
$1.53M Sell
2019
Q4
$1.75M Buy