Sanders Morris Harris’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,061
| Closed | -$1.64M | – | 191 |
|
|
2025
Q1 | $1.64M | Hold |
6,061
| – | – | 0.25% | 53 |
|
|
2024
Q4 | $2.03M | Hold |
6,061
| – | – | 0.3% | 54 |
|
|
2024
Q3 | $1.66M | Hold |
6,061
| – | – | 0.28% | 53 |
|
|
2024
Q2 | $1.56M | Hold |
6,061
| – | – | 0.26% | 58 |
|
|
2024
Q1 | $1.83M | Buy |
6,061
+376
| +7% | +$113K | 0.34% | 47 |
|
|
2023
Q4 | $1.48M | Sell |
5,685
-376
| -6% | -$97.9K | 0.73% | 35 |
|
|
2023
Q3 | $1.23M | Hold |
6,061
| – | – | 0.25% | 55 |
|
|
2023
Q2 | $1.28M | Buy |
+6,061
| New | +$1.28M | 0.28% | 50 |
|
|
2023
Q1 | – | Sell |
-6,061
| Closed | -$804K | – | 166 |
|
|
2022
Q4 | $804K | Hold |
6,061
| – | – | 0.3% | 71 |
|
|
2022
Q3 | $895K | Buy |
6,061
+300
| +5% | +$44.3K | 0.22% | 70 |
|
|
2022
Q2 | $968K | Hold |
5,761
| – | – | 0.21% | 72 |
|
|
2022
Q1 | $1.22M | Hold |
5,761
| – | – | 0.24% | 66 |
|
|
2021
Q4 | $1.47M | Hold |
5,761
| – | – | 0.25% | 63 |
|
|
2021
Q3 | $1.59M | Hold |
5,761
| – | – | 0.29% | 59 |
|
|
2021
Q2 | $1.44M | Sell |
5,761
-20
| -0.3% | -$5K | 0.28% | 73 |
|
|
2021
Q1 | $1.28M | Sell |
5,781
-20,961
| -78% | -$4.63M | 0.27% | 69 |
|
|
2020
Q4 | $5.92M | Buy |
26,742
+20,600
| +335% | +$4.56M | 1.35% | 13 |
|
|
2020
Q3 | $1.64M | Buy |
6,142
+4,905
| +397% | +$1.31M | 0.45% | 48 |
|
|
2020
Q2 | $237K | Sell |
1,237
-775
| -39% | -$148K | 0.12% | 100 |
|
|
2020
Q1 | $303K | Buy |
2,012
+462
| +30% | +$69.6K | 0.3% | 80 |
|
|
2019
Q4 | $257K | Buy |
+1,550
| New | +$257K | 0.06% | 240 |
|
|
2016
Q3 | – | Sell |
-6,335
| Closed | -$503K | – | 170 |
|
|
2016
Q2 | $503K | Buy |
+6,335
| New | +$503K | 0.12% | 144 |
|