Evolution Wealth Advisors, LLC CRM Holdings History
Evolution Wealth Advisors, LLC's Salesforce Inc Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 12,410.00 shares of Salesforce Inc(CRM), totaling $3.33 Mil. This investment constitutes 0.56% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 5 purchases of CRM, at an average price of $269.08, for a total of 19,305.00 shares. In addition, there have been 10 sales at an average price of $180.01 for 6,895.00 shares. Based on historical transaction data and CRM's current price of $262.38, Evolution Wealth Advisors, LLC's estimated gain on his CRM holdings is $-697,216.61, reflecting a -13.42% gain to date.
Evolution Wealth Advisors, LLC CRM ($262.38) Holding Chart
Evolution Wealth Advisors, LLC CRM ($262.38) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
