HRT Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87M | Buy |
+319,120
| New | +$87M | 0.38% | 18 |
|
|
2025
Q1 | – | Sell |
-203,628
| Closed | -$68.1M | – | 2404 |
|
|
2024
Q4 | $68.1M | Buy |
+203,628
| New | +$68.1M | 0.35% | 26 |
|
|
2024
Q2 | – | Sell |
-176,129
| Closed | -$53M | – | 2173 |
|
|
2024
Q1 | $53M | Buy |
176,129
+157,598
| +850% | +$47.5M | 0.33% | 28 |
|
|
2023
Q4 | $4.88M | Sell |
18,531
-14,159
| -43% | -$3.73M | 0.04% | 291 |
|
|
2023
Q3 | $6.63M | Sell |
32,690
-3,965
| -11% | -$804K | 0.07% | 194 |
|
|
2023
Q2 | $7.74M | Buy |
+36,655
| New | +$7.74M | 0.07% | 182 |
|
|
2023
Q1 | – | Sell |
-5,963
| Closed | -$790K | – | 2397 |
|
|
2022
Q4 | $790K | Buy |
+5,963
| New | +$790K | 0.01% | 1032 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2716 |
|
|
2022
Q2 | – | Sell |
-48,095
| Closed | -$10.2M | – | 2925 |
|
|
2022
Q1 | $10.2M | Buy |
+48,095
| New | +$10.2M | 0.07% | 142 |
|
|
2021
Q4 | – | Sell |
-61,274
| Closed | -$16.6M | – | 3013 |
|
|
2021
Q3 | $16.6M | Sell |
61,274
-137,304
| -69% | -$37.2M | 0.1% | 94 |
|
|
2021
Q2 | $48.5M | Buy |
198,578
+176,205
| +788% | +$43M | 0.44% | 28 |
|
|
2021
Q1 | $4.74M | Buy |
+22,373
| New | +$4.74M | 0.05% | 258 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1872 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1866 |
|
|
2020
Q2 | – | Sell |
-17,929
| Closed | -$2.58M | – | 1432 |
|
|
2020
Q1 | $2.58M | Buy |
+17,929
| New | +$2.58M | 0.17% | 106 |
|
|
2019
Q4 | – | Sell |
-14,185
| Closed | -$2.11M | – | 1168 |
|
|
2019
Q3 | $2.11M | Buy |
14,185
+7,915
| +126% | +$1.17M | 0.1% | 119 |
|
|
2019
Q2 | $951K | Buy |
6,270
+1,964
| +46% | +$298K | 0.06% | 267 |
|
|
2019
Q1 | $681K | Buy |
+4,306
| New | +$681K | 0.11% | 121 |
|
|
2018
Q3 | – | Sell |
-9,768
| Closed | -$1.33M | – | 376 |
|
|
2018
Q2 | $1.33M | Buy |
+9,768
| New | +$1.33M | 0.48% | 29 |
|