Number of Shares
27,420.00
Current Holdings Value*
$7.49 Mil
% of Portfolio
1.74%
Total Estimate Gain
$5.07 Mil
% of Total Estimate Gain
51.42%

CMH Wealth Management LLC's Salesforce Inc Holding Summary

As of 2025-06-30, CMH Wealth Management LLC held 27,420.00 shares of Salesforce Inc(CRM), totaling $7.49 Mil. This investment constitutes 1.74% of their stock portfolio, and CMH Wealth Management LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2018Q2. And since then CMH Wealth Management LLC has made 18 purchases of CRM, at an average price of $173.99, for a total of 56,672.00 shares. In addition, there have been 11 sales at an average price of $264.45 for 29,252.00 shares. Based on historical transaction data and CRM's current price of $262.38, CMH Wealth Management LLC's estimated gain on his CRM holdings is $5.07 Mil, reflecting a 51.42% gain to date.

CMH Wealth Management LLC CRM ($262.38) Holding Chart

CMH Wealth Management LLC 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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