Grant Private Wealth Management Inc CRM Holdings History
Grant Private Wealth Management Inc's Salesforce Inc Holding Summary
As of 2025-03-31, Grant Private Wealth Management Inc held 5,214.00 shares of Salesforce Inc(CRM), totaling $1.40 Mil. This investment constitutes 1.51% of their stock portfolio, and Grant Private Wealth Management Inc now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2024Q4. And since then Grant Private Wealth Management Inc has made 1 purchases of CRM, at an average price of $317.20, for a total of 5,214.00 shares. Based on historical transaction data and CRM's current price of $272.15, Grant Private Wealth Management Inc's estimated gain on his CRM holdings is $-234,883.68, reflecting a -14.20% gain to date.
Grant Private Wealth Management Inc CRM ($272.15) Holding Chart
Grant Private Wealth Management Inc 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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