Number of Shares
20,380.00
Current Holdings Value*
$5.47 Mil
% of Portfolio
1.57%
Total Estimate Gain
$488,923.80
% of Total Estimate Gain
8.58%

CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND's Salesforce Inc Holding Summary

As of 2025-03-31, CITY NATIONAL ROCHDALE FUNDS held 20,380.00 shares of Salesforce Inc(CRM), totaling $5.47 Mil. This investment constitutes 1.57% of their stock portfolio, and CITY NATIONAL ROCHDALE FUNDS now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2023Q4. And since then CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND has made 2 purchases of CRM, at an average price of $247.72, for a total of 23,015.00 shares. In addition, there have been 1 sales at an average price of $319.91 for 2,635.00 shares. Based on historical transaction data and CRM's current price of $262.38, CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND's estimated gain on his CRM holdings is $488,923.80, reflecting a 8.58% gain to date.

CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND CRM ($262.38) Holding Chart

CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND CRM ($262.38) 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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