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Harvest Portfolios Group’s Salesforce CRM Stock Holding History

Harvest Portfolios Group’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
Q2 		– Sell
-133,174
Closed -$24.9M – 269
2026
Q1 		$24.9M Buy
133,174
+22,629
+20% +$4.69M 0.41% 68
2025
Q4 		$29.3M Buy
110,545
+8,464
+8% +$2.1M 0.51% 53
2025
Q3 		$24.2M Buy
102,081
+16,740
+20% +$4.22M 0.45% 56
2025
Q2 		$23.3M Buy
85,341
+16,715
+24% +$4.47M 0.54% 56
2025
Q1 		$18.4M Sell
68,626
-6,005
-8% -$1.87M 0.54% 59
2024
Q4 		$25M Sell
74,631
-14,467
-16% -$4.62M 0.83% 38
2024
Q3 		$24.4M Buy
89,098
+10,656
+14% +$2.73M 0.81% 39
2024
Q2 		$20.2M Buy
78,442
+3,096
+4% +$828K 0.77% 46
2024
Q1 		$22.7M Sell
75,346
-12,211
-14% -$3.52M 0.89% 39
2023
Q4 		$23M Sell
87,557
-1,617
-2% -$366K 0.98% 30
2023
Q3 		$18.1M Buy
89,174
+5,249
+6% +$1.13M 0.85% 42
2023
Q2 		$17.7M Sell
83,925
-9,752
-10% -$1.99M 0.81% 43
2023
Q1 		$18.7M Buy
93,677
+13,729
+17% +$2.32M 0.92% 34
2022
Q4 		$10.6M Buy
+79,948
New +$11.7M 0.61% 53

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harvest Portfolios Group's CRM Position: Q2 2026 in Review

Harvest Portfolios Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 133,174 shares — an estimated $24.9M sold.

Harvest Portfolios Group first reported a position in CRM in Q4 2022 and held it in 14 quarters. The position peaked at $29.3M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Harvest Portfolios Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Harvest Portfolios Group sold 133,174 Salesforce shares in Q2 2026, an estimated $24.9M.
  • Harvest Portfolios Group first reported a position in Salesforce in Q4 2022 and held it in 14 quarters.
  • Harvest Portfolios Group's Salesforce position peaked at $29.3M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.