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Minot DeBlois Advisors’s Salesforce CRM Stock Holding History

Minot DeBlois Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.08M Buy
3,945
+40
+1% +$10.9K 1.02% 29
2025
Q1 		$1.05M Sell
3,905
-215
-5% -$57.7K 1.04% 29
2024
Q4 		$1.38M Buy
+4,120
New +$1.38M 1.26% 24