J. Stern & Co. LLP CRM Holdings History
Number of Shares
197,840.00
Current Holdings Value*
$53.09 Mil
% of Portfolio
5.09%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
3.16%
J. Stern & Co. LLP's Salesforce Inc Holding Summary
As of 2025-03-31, J. Stern & Co. LLP held 197,840.00 shares of Salesforce Inc(CRM), totaling $53.09 Mil. This investment constitutes 5.09% of their stock portfolio, and J. Stern & Co. LLP now holds 0.02% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2023Q4. And since then J. Stern & Co. LLP has made 5 purchases of CRM, at an average price of $251.93, for a total of 197,840.00 shares. Based on historical transaction data and CRM's current price of $259.88, J. Stern & Co. LLP's estimated gain on his CRM holdings is $1.57 Mil, reflecting a 3.16% gain to date.
J. Stern & Co. LLP CRM ($259.88) Holding Chart
J. Stern & Co. LLP CRM ($259.88) 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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