Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-59,956.75
% of Total Estimate Gain
-16.24%

GENESIS PRIVATE WEALTH, LLC's Salesforce Inc Holding Summary

As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held - shares of Salesforce Inc(CRM), totaling N/A. This investment constitutes 0% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 1 purchases of CRM, at an average price of $319.18, for a total of 1,157.00 shares. In addition, there have been 1 sales at an average price of $267.36 for 1,157.00 shares. Based on historical transaction data and CRM's current price of $262.38, GENESIS PRIVATE WEALTH, LLC's estimated gain on his CRM holdings is $-59,956.75, reflecting a -16.24% gain to date.

GENESIS PRIVATE WEALTH, LLC CRM ($262.38) Holding Chart

GENESIS PRIVATE WEALTH, 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