Number of Shares
3,951.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
0.53%
Total Estimate Gain
$-77,199.84
% of Total Estimate Gain
-2.94%

Cottage Street Advisors LLC's Salesforce Inc Holding Summary

As of 2025-03-31, Cottage Street Advisors LLC held 3,951.00 shares of Salesforce Inc(CRM), totaling $1.06 Mil. This investment constitutes 0.53% of their stock portfolio, and Cottage Street Advisors LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2019Q2. And since then Cottage Street Advisors LLC has made 9 purchases of CRM, at an average price of $214.49, for a total of 12,241.00 shares. In addition, there have been 9 sales at an average price of $179.79 for 8,290.00 shares. Based on historical transaction data and CRM's current price of $267.76, Cottage Street Advisors LLC's estimated gain on his CRM holdings is $-77,199.84, reflecting a -2.94% gain to date.

Cottage Street Advisors LLC CRM ($267.76) Holding Chart

Cottage Street Advisors LLC CRM ($267.76) 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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