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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$473K Buy
1,734
+544
+46% +$148K 0.28% 75
2025
Q1 		$319K Hold
1,190
– – 0.19% 92
2024
Q4 		$398K Buy
1,190
+156
+15% +$52.2K 0.2% 96
2024
Q3 		$283K Hold
1,034
– – 0.14% 106
2024
Q2 		$266K Buy
+1,034
New +$266K 0.13% 107