MERITAGE PORTFOLIO MANAGEMENT CRM Holdings History
MERITAGE PORTFOLIO MANAGEMENT's Salesforce Inc Holding Summary
As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 1,918.00 shares of Salesforce Inc(CRM), totaling $514,740.00. This investment constitutes 0.03% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2023Q4. And since then MERITAGE PORTFOLIO MANAGEMENT has made 2 purchases of CRM, at an average price of $226.41, for a total of 22,719.00 shares. In addition, there have been 4 sales at an average price of $308.94 for 20,801.00 shares. Based on historical transaction data and CRM's current price of $263.62, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his CRM holdings is $1.79 Mil, reflecting a 34.76% gain to date.
MERITAGE PORTFOLIO MANAGEMENT CRM ($263.62) Holding Chart
MERITAGE PORTFOLIO MANAGEMENT CRM ($263.62) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
