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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harvest Portfolios Group's CRM Position: Q1 2026 in Review

Harvest Portfolios Group increased its Salesforce (CRM) stake by 20% in Q1 2026, buying an estimated $4.69M and bringing the position to 133,174 shares worth $24.9M. The position accounts for 0.41% of the portfolio, ranked #68.

Harvest Portfolios Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.3M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Harvest Portfolios Group held 133,174 shares of Salesforce worth $24.9M as of Q1 2026.
Harvest Portfolios Group bought 22,629 Salesforce shares in Q1 2026, an estimated $4.69M.
Salesforce made up 0.41% of Harvest Portfolios Group's portfolio in Q1 2026, its #68 holding.
Harvest Portfolios Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Harvest Portfolios Group's Salesforce position peaked at $29.3M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.