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Harvest Investment Services’s Salesforce CRM Stock Holding History

Harvest Investment Services’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
2026
Q1 		– Sell
-1,035
Closed -$274K – 358
2025
Q4 		$274K Buy
+1,035
New +$257K 0.05% 275
2020
Q4 		– Sell
-1,380
Closed -$346K – 214
2020
Q3 		$346K Buy
1,380
+74
+6% +$16.2K 0.2% 124
2020
Q2 		$244K Buy
+1,306
New +$220K 0.14% 160
2019
Q2 		– Sell
-2,021
Closed -$325K – 157
2019
Q1 		$325K Buy
+2,021
New +$313K 0.19% 98

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harvest Investment Services's CRM Position: Q1 2026 in Review

Harvest Investment Services sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,035 shares — an estimated $274K sold.

Harvest Investment Services first reported a position in CRM in Q1 2019 and held it in 4 quarters. The position peaked at $346K in Q3 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Harvest Investment Services reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Harvest Investment Services sold 1,035 Salesforce shares in Q1 2026, an estimated $274K.
  • Harvest Investment Services first reported a position in Salesforce in Q1 2019 and held it in 4 quarters.
  • Harvest Investment Services's Salesforce position peaked at $346K in Q3 2020.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.