HM
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Harvest Management’s Salesforce CRM Stock Holding History

Harvest 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
2024
Q2 		– Sell
-2,129
Closed -$641K – 47
2024
Q1 		$641K Sell
2,129
-171
-7% -$49.3K 0.43% 31
2023
Q4 		$605K Buy
2,300
+500
+28% +$113K 0.56% 27
2023
Q3 		$365K Hold
1,800
– – 0.19% 32
2023
Q2 		$380K Buy
1,800
+500
+38% +$102K 0.33% 34
2023
Q1 		$260K Buy
+1,300
New +$220K 0.2% 44
2018
Q3 		– Sell
-1,500
Closed -$205K – 104
2018
Q2 		$205K Buy
+1,500
New +$191K 0.13% 82
2013
Q3 		– Sell
-21,500
Closed -$821K – 84
2013
Q2 		$821K Buy
+21,500
New +$887K 1.14% 30

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harvest Management's CRM Position: Q2 2024 in Review

Harvest Management sold out of Salesforce (CRM) in Q2 2024, closing a stake of 2,129 shares — an estimated $641K sold.

Harvest Management first reported a position in CRM in Q2 2013 and held it in 7 quarters. The position peaked at $821K in Q2 2013. 2,620 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Harvest Management reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Harvest Management sold 2,129 Salesforce shares in Q2 2024, an estimated $641K.
  • Harvest Management first reported a position in Salesforce in Q2 2013 and held it in 7 quarters.
  • Harvest Management's Salesforce position peaked at $821K in Q2 2013.
  • 2,620 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Harvest Management's 13F filing for Q2 2024, filed 14 Aug 2024.