PCH
PGIM Custom Harvest’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
1,189
-463
| -28% | -$126K | 0.01% | 188 |
|
|
2025
Q1 | $443K | Sell |
1,652
-10,484
| -86% | -$2.81M | 0.01% | 156 |
|
|
2024
Q4 | $4.06M | Sell |
12,136
-78
| -0.6% | -$26.1K | 0.08% | 64 |
|
|
2024
Q3 | $3.34M | Buy |
12,214
+67
| +0.6% | +$18.3K | 0.07% | 68 |
|
|
2024
Q2 | $3.12M | Buy |
12,147
+250
| +2% | +$64.3K | 0.07% | 67 |
|
|
2024
Q1 | $3.58M | Buy |
11,897
+836
| +8% | +$252K | 0.09% | 60 |
|
|
2023
Q4 | $2.91M | Buy |
11,061
+93
| +0.8% | +$24.5K | 0.09% | 67 |
|
|
2023
Q3 | $2.22M | Sell |
10,968
-20
| -0.2% | -$4.06K | 0.08% | 70 |
|
|
2023
Q2 | $2.32M | Sell |
10,988
-5,147
| -32% | -$1.09M | 0.09% | 69 |
|
|
2023
Q1 | $3.22M | Buy |
16,135
+100
| +0.6% | +$20K | 0.13% | 62 |
|
|
2022
Q4 | $2.13M | Buy |
+16,035
| New | +$2.13M | 0.1% | 68 |
|
|
2021
Q3 | $4.89M | Buy |
+18,044
| New | +$4.89M | 0.74% | 34 |
|