HGWM
CRM icon

Harvest Group Wealth Management’s Salesforce CRM Stock Holding History

Harvest Group Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-48
Closed -$11K – 175
2020
Q4 		$11K Buy
48
+25
+109% +$6.08K 0.01% 217
2020
Q3 		$6K Sell
23
-7
-23% -$1.53K ﹤0.01% 248
2020
Q2 		$5K Buy
+30
New +$5.05K ﹤0.01% 249
2019
Q4 		– Sell
-229
Closed -$34K – 981
2019
Q3 		$34K Buy
229
+29
+15% +$4.41K 0.04% 101
2019
Q2 		$30K Hold
200
– – 0.04% 104
2019
Q1 		$32K Buy
+200
New +$31K 0.03% 116

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harvest Group Wealth Management's CRM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 48 shares — an estimated $11K sold.

Harvest Group Wealth Management first reported a position in CRM in Q1 2019 and held it in 6 quarters. The position peaked at $34K in Q3 2019. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 48 Salesforce shares in Q1 2021, an estimated $11K.
  • Harvest Group Wealth Management first reported a position in Salesforce in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Salesforce position peaked at $34K in Q3 2019.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.