Harvest Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,129
| Closed | -$641K | – | 42 |
|
|
2024
Q1 | $641K | Sell |
2,129
-171
| -7% | -$51.5K | 0.43% | 24 |
|
|
2023
Q4 | $605K | Buy |
2,300
+500
| +28% | +$132K | 0.56% | 20 |
|
|
2023
Q3 | $365K | Hold |
1,800
| – | – | 0.19% | 25 |
|
|
2023
Q2 | $380K | Buy |
1,800
+500
| +38% | +$106K | 0.33% | 25 |
|
|
2023
Q1 | $260K | Buy |
+1,300
| New | +$260K | 0.2% | 29 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 44 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 46 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 54 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 35 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$205K | – | 82 |
|
|
2018
Q2 | $205K | Buy |
+1,500
| New | +$205K | 0.13% | 60 |
|
|
2013
Q3 | – | Sell |
-21,500
| Closed | -$821K | – | 78 |
|
|
2013
Q2 | $821K | Buy |
+21,500
| New | +$821K | 1.14% | 29 |
|