Number of Shares
1.29 Mil
Current Holdings Value*
$345.92 Mil
% of Portfolio
3%
Total Estimate Gain
$-59.55 Mil
% of Total Estimate Gain
-14.67%

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 $263.59, Capital Wealth Planning, LLC's estimated gain on his CRM holdings is $-59.55 Mil, reflecting a -14.67% gain to date.

Capital Wealth Planning, LLC CRM ($263.59) Holding Chart

Capital Wealth Planning, 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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