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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