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Putney Financial Group’s Salesforce CRM Stock Holding History

Putney Financial Group’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 		$1.04M Sell
3,820
-165
-4% -$45K 1.05% 22
2025
Q1 		$1.07M Sell
3,985
-186
-4% -$49.9K 1.13% 19
2024
Q4 		$1.39M Buy
+4,171
New +$1.39M 1.24% 17