Dakota Wealth Management CRM Holdings History
Dakota Wealth Management's Salesforce Inc Holding Summary
As of 2025-03-31, Dakota Wealth Management held 7,240.00 shares of Salesforce Inc(CRM), totaling $1.94 Mil. This investment constitutes 0.05% of their stock portfolio, and Dakota Wealth Management now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2018Q2. And since then Dakota Wealth Management has made 15 purchases of CRM, at an average price of $235.16, for a total of 136,410.00 shares. In addition, there have been 13 sales at an average price of $248.42 for 129,170.00 shares. Based on historical transaction data and CRM's current price of $272.15, Dakota Wealth Management's estimated gain on his CRM holdings is $1.98 Mil, reflecting a 6.17% gain to date.
Dakota Wealth Management CRM ($272.15) Holding Chart
Dakota Wealth Management 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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