QUATTRO FINANCIAL ADVISORS LLC CRM Holdings History
QUATTRO FINANCIAL ADVISORS LLC's Salesforce Inc Holding Summary
As of 2025-06-30, QUATTRO FINANCIAL ADVISORS LLC held 25,000.00 shares of Salesforce Inc(CRM), totaling $6.82 Mil. This investment constitutes 2.4% of their stock portfolio, and QUATTRO FINANCIAL ADVISORS LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2021Q2. And since then QUATTRO FINANCIAL ADVISORS LLC has made 9 purchases of CRM, at an average price of $255.48, for a total of 131,697.00 shares. In addition, there have been 7 sales at an average price of $257.18 for 106,697.00 shares. Based on historical transaction data and CRM's current price of $267.70, QUATTRO FINANCIAL ADVISORS LLC's estimated gain on his CRM holdings is $486,214.93, reflecting a 1.45% gain to date.
QUATTRO FINANCIAL ADVISORS LLC CRM ($267.70) Holding Chart
QUATTRO FINANCIAL ADVISORS LLC CRM ($267.70) 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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