Clean Yield Group CRM Holdings History

Number of Shares
23,605.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
2.06%
Total Estimate Gain
$170,752.48
% of Total Estimate Gain
2.66%

Clean Yield Group's Salesforce Inc Holding Summary

As of 2025-03-31, Clean Yield Group held 23,605.00 shares of Salesforce Inc(CRM), totaling $6.33 Mil. This investment constitutes 2.06% of their stock portfolio, and Clean Yield Group now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2015Q1. And since then Clean Yield Group has made 10 purchases of CRM, at an average price of $259.38, for a total of 24,793.00 shares. In addition, there have been 6 sales at an average price of $149.41 for 1,188.00 shares. Based on historical transaction data and CRM's current price of $272.15, Clean Yield Group's estimated gain on his CRM holdings is $170,752.48, reflecting a 2.66% gain to date.

Clean Yield Group CRM ($272.15) Holding Chart

Clean Yield Group CRM ($272.15) 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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