Hartford Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47.9K | Hold |
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|
2025
Q2 | $55.1K | Sell |
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|
2025
Q1 | $63.1K | Hold |
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|
2024
Q4 | $78.6K | Hold |
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|
2024
Q3 | $64.3K | Hold |
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|
2024
Q2 | $60.4K | Hold |
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|
2024
Q1 | $70.8K | Sell |
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|
2023
Q4 | $68.2K | Hold |
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|
2023
Q3 | $52.5K | Hold |
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|
2023
Q2 | $54.7K | Hold |
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|
2023
Q1 | $51.7K | Hold |
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|
2022
Q4 | $34.3K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $66K | Sell |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $30K | Sell |
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|
2019
Q4 | $133K | Hold |
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|
2019
Q3 | $121K | Hold |
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|
2019
Q2 | $124K | Hold |
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|
2019
Q1 | $129K | Hold |
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|
2018
Q4 | $112K | Hold |
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|
2018
Q3 | $130K | Sell |
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|
2018
Q2 | $114K | Hold |
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|
2018
Q1 | $97K | Buy |
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|
2017
Q4 | $62K | Hold |
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|
2017
Q3 | $56K | Hold |
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|
2017
Q2 | $52K | Hold |
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|
2017
Q1 | $50K | Buy |
|