Kuhn & Co Investment Counsel’s Salesforce CRM Stock Holding History

Kuhn & Co Investment Counsel’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$579K	Sell
2025 Q2	$673K	Hold
2025 Q1	$662K	Hold
2024 Q4	$825K	Hold
2024 Q3	$675K	Hold
2024 Q2	$634K	Sell
2024 Q1	$747K	Hold
2023 Q4	$653K	Buy