Harvey Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
27,716
+2,937
| +12% | +$799K | 1.77% | 16 |
|
|
2025
Q1 | $6.65M | Sell |
24,779
-527
| -2% | -$141K | 1.74% | 17 |
|
|
2024
Q4 | $8.46M | Sell |
25,306
-3,830
| -13% | -$1.28M | 1.99% | 13 |
|
|
2024
Q3 | $7.97M | Buy |
29,136
+20,661
| +244% | +$5.66M | 1.99% | 12 |
|
|
2024
Q2 | $2.18M | Sell |
8,475
-100
| -1% | -$25.7K | 0.57% | 42 |
|
|
2024
Q1 | $2.58M | Hold |
8,575
| – | – | 0.76% | 34 |
|
|
2023
Q4 | $2.26M | Hold |
8,575
| – | – | 0.75% | 37 |
|
|
2023
Q3 | $1.74M | Sell |
8,575
-50
| -0.6% | -$10.1K | 0.61% | 42 |
|
|
2023
Q2 | $1.82M | Sell |
8,625
-4,700
| -35% | -$993K | 0.67% | 43 |
|
|
2023
Q1 | $2.66M | Sell |
13,325
-4,300
| -24% | -$859K | 1.05% | 29 |
|
|
2022
Q4 | $2.34M | Sell |
17,625
-3,455
| -16% | -$458K | 0.98% | 31 |
|
|
2022
Q3 | $3.03M | Buy |
21,080
+18,680
| +778% | +$2.69M | 1.31% | 24 |
|
|
2022
Q2 | $396K | Hold |
2,400
| – | – | 0.15% | 64 |
|
|
2022
Q1 | $509K | Hold |
2,400
| – | – | 0.16% | 59 |
|
|
2021
Q4 | $609K | Hold |
2,400
| – | – | 0.19% | 58 |
|
|
2021
Q3 | $650K | Hold |
2,400
| – | – | 0.22% | 56 |
|
|
2021
Q2 | $586K | Hold |
2,400
| – | – | 0.19% | 59 |
|
|
2021
Q1 | $508K | Buy |
2,400
+100
| +4% | +$21.2K | 0.18% | 60 |
|
|
2020
Q4 | $511K | Hold |
2,300
| – | – | 0.21% | 56 |
|
|
2020
Q3 | $578K | Hold |
2,300
| – | – | 0.26% | 56 |
|
|
2020
Q2 | $430K | Hold |
2,300
| – | – | 0.21% | 55 |
|
|
2020
Q1 | $331K | Hold |
2,300
| – | – | 0.22% | 53 |
|
|
2019
Q4 | $374K | Hold |
2,300
| – | – | 0.17% | 63 |
|
|
2019
Q3 | $341K | Hold |
2,300
| – | – | 0.17% | 63 |
|
|
2019
Q2 | $348K | Buy |
+2,300
| New | +$348K | 0.17% | 63 |
|