Harvest Portfolios Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
85,341
+16,715
| +24% | +$4.56M | 0.54% | 56 |
|
|
2025
Q1 | $18.4M | Sell |
68,626
-6,005
| -8% | -$1.61M | 0.54% | 59 |
|
|
2024
Q4 | $25M | Sell |
74,631
-14,467
| -16% | -$4.84M | 0.83% | 38 |
|
|
2024
Q3 | $24.4M | Buy |
89,098
+10,656
| +14% | +$2.92M | 0.81% | 39 |
|
|
2024
Q2 | $20.2M | Buy |
78,442
+3,096
| +4% | +$796K | 0.77% | 46 |
|
|
2024
Q1 | $22.7M | Sell |
75,346
-12,211
| -14% | -$3.68M | 0.89% | 39 |
|
|
2023
Q4 | $23M | Sell |
87,557
-1,617
| -2% | -$425K | 0.98% | 30 |
|
|
2023
Q3 | $18.1M | Buy |
89,174
+5,249
| +6% | +$1.06M | 0.85% | 42 |
|
|
2023
Q2 | $17.7M | Sell |
83,925
-9,752
| -10% | -$2.06M | 0.81% | 43 |
|
|
2023
Q1 | $18.7M | Buy |
93,677
+13,729
| +17% | +$2.74M | 0.92% | 34 |
|
|
2022
Q4 | $10.6M | Buy |
+79,948
| New | +$10.6M | 0.61% | 53 |
|