Quantitative U.S. Large Cap Growth Equity Portfolio CRM Holdings History
Disciplined U.S. Growth Equity Portfolio's Salesforce Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Growth Equity Portfolio held 121,294.00 shares of Salesforce Inc(CRM), totaling $32.59 Mil. This investment constitutes 2.78% of their stock portfolio, and Disciplined U.S. Growth Equity Portfolio now holds 0.01% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2024Q2. And since then Disciplined U.S. Growth Equity Portfolio has made 2 purchases of CRM, at an average price of $288.51, for a total of 124,942.00 shares. In addition, there have been 1 sales at an average price of $334.97 for 3,648.00 shares. Based on historical transaction data and CRM's current price of $262.65, Disciplined U.S. Growth Equity Portfolio's estimated gain on his CRM holdings is $-2.97 Mil, reflecting a -8.23% gain to date.
Disciplined U.S. Growth Equity Portfolio CRM ($262.65) Holding Chart
Disciplined U.S. Growth Equity Portfolio CRM ($262.65) 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
