Heron Bay Capital Management CRM Holdings History
Number of Shares
17,947.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
1.01%
Total Estimate Gain
$-851,405.68
% of Total Estimate Gain
-15.25%
Heron Bay Capital Management's Salesforce Inc Holding Summary
As of 2025-03-31, Heron Bay Capital Management held 17,947.00 shares of Salesforce Inc(CRM), totaling $4.82 Mil. This investment constitutes 1.01% of their stock portfolio, and Heron Bay Capital Management now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2025Q1. And since then Heron Bay Capital Management has made 1 purchases of CRM, at an average price of $311.03, for a total of 17,947.00 shares. Based on historical transaction data and CRM's current price of $263.59, Heron Bay Capital Management's estimated gain on his CRM holdings is $-851,405.68, reflecting a -15.25% gain to date.
Heron Bay Capital Management CRM ($263.59) Holding Chart
Heron Bay Capital Management CRM ($263.59) 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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