Hartford Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Sell |
202
-33
| -14% | -$9K | 0.02% | 181 |
|
|
2025
Q1 | $63.1K | Hold |
235
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $78.6K | Hold |
235
| – | – | 0.02% | 193 |
|
|
2024
Q3 | $64.3K | Hold |
235
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $60.4K | Hold |
235
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $70.8K | Sell |
235
-24
| -9% | -$7.23K | 0.01% | 198 |
|
|
2023
Q4 | $68.2K | Hold |
259
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $52.5K | Hold |
259
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $54.7K | Hold |
259
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $51.7K | Hold |
259
| – | – | 0.01% | 211 |
|
|
2022
Q4 | $34.3K | Hold |
259
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $37K | Hold |
259
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $43K | Hold |
259
| – | – | 0.01% | 212 |
|
|
2022
Q1 | $55K | Hold |
259
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $66K | Sell |
259
-6
| -2% | -$1.53K | 0.02% | 205 |
|
|
2021
Q3 | $72K | Buy |
265
+10
| +4% | +$2.72K | 0.02% | 191 |
|
|
2021
Q2 | $62K | Hold |
255
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $54K | Hold |
255
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $57K | Buy |
255
+50
| +24% | +$11.2K | 0.02% | 198 |
|
|
2020
Q3 | $52K | Hold |
205
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $38K | Hold |
205
| – | – | 0.01% | 207 |
|
|
2020
Q1 | $30K | Sell |
205
-610
| -75% | -$89.3K | 0.01% | 208 |
|
|
2019
Q4 | $133K | Hold |
815
| – | – | 0.04% | 166 |
|
|
2019
Q3 | $121K | Hold |
815
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $124K | Hold |
815
| – | – | 0.04% | 173 |
|
|
2019
Q1 | $129K | Hold |
815
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $112K | Hold |
815
| – | – | 0.04% | 177 |
|
|
2018
Q3 | $130K | Sell |
815
-20
| -2% | -$3.19K | 0.04% | 179 |
|
|
2018
Q2 | $114K | Hold |
835
| – | – | 0.04% | 184 |
|
|
2018
Q1 | $97K | Buy |
835
+225
| +37% | +$26.1K | 0.05% | 159 |
|
|
2017
Q4 | $62K | Hold |
610
| – | – | 0.03% | 175 |
|
|
2017
Q3 | $56K | Hold |
610
| – | – | 0.03% | 185 |
|
|
2017
Q2 | $52K | Hold |
610
| – | – | 0.02% | 189 |
|
|
2017
Q1 | $50K | Buy |
+610
| New | +$50K | 0.03% | 184 |
|