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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
Q2 		– Sell
-1,253
Closed -$221K – 116
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pettee Investors's CRM Position: Q2 2026 in Review

Pettee Investors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,253 shares — an estimated $221K sold.

Pettee Investors first reported a position in CRM in Q2 2024 and held it in 8 quarters. The position peaked at $473K in Q2 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pettee Investors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Pettee Investors sold 1,253 Salesforce shares in Q2 2026, an estimated $221K.
  • Pettee Investors first reported a position in Salesforce in Q2 2024 and held it in 8 quarters.
  • Pettee Investors's Salesforce position peaked at $473K in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.