Number of Shares
39,924.00
Current Holdings Value*
$10.71 Mil
% of Portfolio
4.11%
Total Estimate Gain
$633,469.72
% of Total Estimate Gain
3.26%

Capital Impact Advisors, LLC's Salesforce Inc Holding Summary

As of 2025-03-31, Capital Impact Advisors, LLC held 39,924.00 shares of Salesforce Inc(CRM), totaling $10.71 Mil. This investment constitutes 4.11% of their stock portfolio, and Capital Impact Advisors, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2015Q1. And since then Capital Impact Advisors, LLC has made 7 purchases of CRM, at an average price of $196.35, for a total of 99,116.00 shares. In addition, there have been 8 sales at an average price of $161.70 for 59,192.00 shares. Based on historical transaction data and CRM's current price of $263.59, Capital Impact Advisors, LLC's estimated gain on his CRM holdings is $633,469.72, reflecting a 3.26% gain to date.

Capital Impact Advisors, LLC CRM ($263.59) Holding Chart

Capital Impact Advisors, LLC CRM ($263.59) 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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