Atala Financial Inc CRM Holdings History

Number of Shares
7,292.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
1.43%
Total Estimate Gain
$-426,170.20
% of Total Estimate Gain
-18.37%

Atala Financial Inc's Salesforce Inc Holding Summary

As of 2025-03-31, Atala Financial Inc held 7,292.00 shares of Salesforce Inc(CRM), totaling $1.96 Mil. This investment constitutes 1.43% of their stock portfolio, and Atala Financial Inc now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2024Q4. And since then Atala Financial Inc has made 1 purchases of CRM, at an average price of $318.12, for a total of 7,292.00 shares. Based on historical transaction data and CRM's current price of $259.68, Atala Financial Inc's estimated gain on his CRM holdings is $-426,170.20, reflecting a -18.37% gain to date.

Atala Financial Inc CRM ($259.68) Holding Chart

Atala Financial Inc CRM ($259.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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