Number of Shares
925.00
Current Holdings Value*
$248,190.00
% of Portfolio
0.24%
Total Estimate Gain
$-40,357.75
% of Total Estimate Gain
-14.03%

Carbahal Olsen Financial Services Group, LLC's Salesforce Inc Holding Summary

As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 925.00 shares of Salesforce Inc(CRM), totaling $248,190.00. This investment constitutes 0.24% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2025Q1. And since then Carbahal Olsen Financial Services Group, LLC has made 1 purchases of CRM, at an average price of $311.03, for a total of 925.00 shares. Based on historical transaction data and CRM's current price of $267.40, Carbahal Olsen Financial Services Group, LLC's estimated gain on his CRM holdings is $-40,357.75, reflecting a -14.03% gain to date.

Carbahal Olsen Financial Services Group, LLC CRM ($267.40) Holding Chart

Carbahal Olsen Financial Services Group, LLC CRM ($267.40) 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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