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Pettee Investors’s Salesforce CRM Stock Holding History

Pettee Investors’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
2026
Q1 		$221K Sell
1,253
-129
-9% -$26.7K 0.11% 110
2025
Q4 		$366K Sell
1,382
-158
-10% -$39.3K 0.21% 91
2025
Q3 		$365K Sell
1,540
-194
-11% -$48.9K 0.2% 90
2025
Q2 		$473K Buy
1,734
+544
+46% +$145K 0.28% 75
2025
Q1 		$319K Hold
1,190
– – 0.19% 92
2024
Q4 		$398K Buy
1,190
+156
+15% +$49.8K 0.2% 96
2024
Q3 		$283K Hold
1,034
– – 0.14% 106
2024
Q2 		$266K Buy
+1,034
New +$277K 0.13% 107

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pettee Investors's CRM Position: Q1 2026 in Review

Pettee Investors reduced its Salesforce (CRM) stake by 9.3% in Q1 2026, selling an estimated $26.7K and leaving 1,253 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #110.

Pettee Investors first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $473K in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pettee Investors held 1,253 shares of Salesforce worth $221K as of Q1 2026.
  • Pettee Investors sold 129 Salesforce shares in Q1 2026, an estimated $26.7K.
  • Salesforce made up 0.11% of Pettee Investors's portfolio in Q1 2026, its #110 holding.
  • Pettee Investors first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • Pettee Investors's Salesforce position peaked at $473K in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pettee Investors's 13F filing for Q1 2026, filed 4 May 2026.