SWK
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Stephen W. Kidder’s Salesforce CRM Stock Holding History

Stephen W. Kidder’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.42M Buy
8,876
+1,234
+16% +$336K 0.73% 31
2025
Q1 		$2.05M Buy
7,642
+3,714
+95% +$997K 0.64% 35
2024
Q4 		$1.31M Buy
+3,928
New +$1.31M 0.4% 37