Number of Shares
21,458.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
4.01%
Total Estimate Gain
$432,957.75
% of Total Estimate Gain
7.91%

Greater Midwest Financial Group, LLC's Salesforce Inc Holding Summary

As of 2025-03-31, Greater Midwest Financial Group, LLC held 21,458.00 shares of Salesforce Inc(CRM), totaling $5.76 Mil. This investment constitutes 4.01% of their stock portfolio, and Greater Midwest Financial Group, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2023Q4. And since then Greater Midwest Financial Group, LLC has made 3 purchases of CRM, at an average price of $252.42, for a total of 21,688.00 shares. In addition, there have been 2 sales at an average price of $294.41 for 230.00 shares. Based on historical transaction data and CRM's current price of $272.15, Greater Midwest Financial Group, LLC's estimated gain on his CRM holdings is $432,957.75, reflecting a 7.91% gain to date.

Greater Midwest Financial Group, LLC CRM ($272.15) Holding Chart

Greater Midwest Financial Group, LLC 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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