Capital Wealth Planning, LLC CRM Holdings History
Capital Wealth Planning, LLC's Salesforce Inc Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 1.29 Mil shares of Salesforce Inc(CRM), totaling $345.92 Mil. This investment constitutes 3% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.13% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2019Q2. And since then Capital Wealth Planning, LLC has made 10 purchases of CRM, at an average price of $308.27, for a total of 1.32 Mil shares. In addition, there have been 10 sales at an average price of $238.80 for 28,067.00 shares. Based on historical transaction data and CRM's current price of $262.38, Capital Wealth Planning, LLC's estimated gain on his CRM holdings is $-61.11 Mil, reflecting a -15.05% gain to date.
Capital Wealth Planning, LLC CRM ($262.38) Holding Chart
Capital Wealth Planning, 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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