HFM
Harvest Fund Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
21,781
-2,762
| -11% | -$753K | 0.28% | 70 |
|
|
2025
Q1 | $6.58M | Sell |
24,543
-20,919
| -46% | -$5.61M | 0.33% | 56 |
|
|
2024
Q4 | $15.2M | Buy |
45,462
+36,526
| +409% | +$12.2M | 0.7% | 21 |
|
|
2024
Q3 | $2.45M | Buy |
8,936
+1,435
| +19% | +$393K | 0.15% | 102 |
|
|
2024
Q2 | $1.93M | Sell |
7,501
-1,854
| -20% | -$477K | 0.14% | 101 |
|
|
2024
Q1 | $2.81M | Buy |
9,355
+3,496
| +60% | +$1.05M | 0.25% | 72 |
|
|
2023
Q4 | $1.54M | Buy |
5,859
+2,035
| +53% | +$536K | 0.24% | 60 |
|
|
2023
Q3 | $775K | Buy |
3,824
+2,112
| +123% | +$428K | 0.14% | 88 |
|
|
2023
Q2 | $362K | Sell |
1,712
-2,295
| -57% | -$485K | 0.07% | 134 |
|
|
2023
Q1 | $800K | Buy |
+4,007
| New | +$800K | 0.18% | 68 |
|
|
2022
Q4 | – | Sell |
-1,164
| Closed | -$168K | – | 780 |
|
|
2022
Q3 | $168K | Sell |
1,164
-10,269
| -90% | -$1.48M | 0.05% | 211 |
|
|
2022
Q2 | $1.89M | Sell |
11,433
-29,420
| -72% | -$4.86M | 0.52% | 37 |
|
|
2022
Q1 | $8.67M | Sell |
40,853
-37,315
| -48% | -$7.92M | 1.82% | 12 |
|
|
2021
Q4 | $20M | Buy |
78,168
+495
| +0.6% | +$126K | 3.38% | 8 |
|
|
2021
Q3 | $21.1M | Buy |
77,673
+1,055
| +1% | +$286K | 4.76% | 8 |
|
|
2021
Q2 | $18.8M | Sell |
76,618
-159
| -0.2% | -$38.9K | 2% | 13 |
|
|
2021
Q1 | $16.3M | Sell |
76,777
-35,723
| -32% | -$7.57M | 1.58% | 18 |
|
|
2020
Q4 | $25M | Sell |
112,500
-2,600
| -2% | -$579K | 2.17% | 15 |
|
|
2020
Q3 | $29M | Sell |
115,100
-18,433
| -14% | -$4.64M | 2.4% | 11 |
|
|
2020
Q2 | $25.6M | Sell |
133,533
-244
| -0.2% | -$46.8K | 2.37% | 12 |
|
|
2020
Q1 | $19.2M | Sell |
133,777
-21,694
| -14% | -$3.12M | 2.21% | 12 |
|
|
2019
Q4 | $28.3M | Sell |
155,471
-9,102
| -6% | -$1.66M | 2.93% | 9 |
|
|
2019
Q3 | $24.4M | Sell |
164,573
-17,946
| -10% | -$2.66M | 3.13% | 8 |
|
|
2019
Q2 | $27.7M | Sell |
182,519
-778
| -0.4% | -$118K | 3.27% | 9 |
|
|
2019
Q1 | $29M | Sell |
183,297
-510
| -0.3% | -$80.8K | 4.94% | 6 |
|
|
2018
Q4 | $25.2M | Sell |
183,807
-2,160
| -1% | -$296K | 5.28% | 7 |
|
|
2018
Q3 | $29.6M | Buy |
185,967
+184,079
| +9,750% | +$29.3M | 5.08% | 7 |
|
|
2018
Q2 | $258K | Buy |
1,888
+841
| +80% | +$115K | 0.04% | 64 |
|
|
2018
Q1 | $121K | Buy |
1,047
+409
| +64% | +$47.3K | 0.02% | 104 |
|
|
2017
Q4 | $65K | Hold |
638
| – | – | 0.01% | 149 |
|
|
2017
Q3 | $60K | Hold |
638
| – | – | 0.01% | 134 |
|
|
2017
Q2 | $55K | Buy |
+638
| New | +$55K | 0.01% | 145 |
|