BRADLEY FOSTER & SARGENT EQUITY FUND CRM Holdings History
BRADLEY FOSTER & SARGENT EQUITY FUND's Salesforce Inc Holding Summary
As of 2025-02-28, BRADLEY FOSTER & SARGENT EQUITY FUND held 2,000.00 shares of Salesforce Inc(CRM), totaling $595,700.00. This investment constitutes 1.05% of their stock portfolio, and BRADLEY FOSTER & SARGENT EQUITY FUND now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2021Q1. And since then BRADLEY FOSTER & SARGENT EQUITY FUND has made 4 purchases of CRM, at an average price of $260.85, for a total of 12,700.00 shares. In addition, there have been 3 sales at an average price of $241.45 for 10,700.00 shares. Based on historical transaction data and CRM's current price of $270.92, BRADLEY FOSTER & SARGENT EQUITY FUND's estimated gain on his CRM holdings is $-187,459.00, reflecting a -5.66% gain to date.
BRADLEY FOSTER & SARGENT EQUITY FUND CRM ($270.92) Holding Chart
BRADLEY FOSTER & SARGENT EQUITY FUND CRM ($270.92) 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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