Number of Shares
11,964.00
Current Holdings Value*
$3.08 Mil
% of Portfolio
1.31%
Total Estimate Gain
$-47,736.36
% of Total Estimate Gain
-1.49%

Clear Rock Advisors, LLC's Salesforce Inc Holding Summary

As of 2024-06-30, Clear Rock Advisors, LLC held 11,964.00 shares of Salesforce Inc(CRM), totaling $3.08 Mil. This investment constitutes 1.31% of their stock portfolio, and Clear Rock Advisors, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2024Q2. And since then Clear Rock Advisors, LLC has made 1 purchases of CRM, at an average price of $267.58, for a total of 11,964.00 shares. Based on historical transaction data and CRM's current price of $263.59, Clear Rock Advisors, LLC's estimated gain on his CRM holdings is $-47,736.36, reflecting a -1.49% gain to date.

Clear Rock Advisors, LLC CRM ($263.59) Holding Chart

Clear Rock 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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