Hartford Funds 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 | $630K | Sell |
2,307
-357
| -13% | -$97.4K | 0.05% | 81 |
|
|
2025
Q1 | $715K | Buy |
2,664
+397
| +18% | +$107K | 0.06% | 73 |
|
|
2024
Q4 | $758K | Sell |
2,267
-183
| -7% | -$61.2K | 0.07% | 58 |
|
|
2024
Q3 | $671K | Buy |
2,450
+217
| +10% | +$59.4K | 0.06% | 63 |
|
|
2024
Q2 | $574K | Buy |
2,233
+40
| +2% | +$10.3K | 0.05% | 65 |
|
|
2024
Q1 | $660K | Buy |
2,193
+391
| +22% | +$118K | 0.06% | 52 |
|
|
2023
Q4 | $474K | Buy |
1,802
+119
| +7% | +$31.3K | 0.05% | 59 |
|
|
2023
Q3 | $341K | Buy |
1,683
+84
| +5% | +$17K | 0.04% | 60 |
|
|
2023
Q2 | $338K | Buy |
1,599
+207
| +15% | +$43.7K | 0.03% | 60 |
|
|
2023
Q1 | $278K | Buy |
+1,392
| New | +$278K | 0.03% | 66 |
|