Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-495,827.50
% of Total Estimate Gain
-5.21%

Rational Dynamic Brands Fund's Salesforce Inc Holding Summary

As of 2025-03-31, Mutual Fund & Variable Insurance Trust held - shares of Salesforce Inc(CRM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2020Q2. And since then Rational Dynamic Brands Fund has made 4 purchases of CRM, at an average price of $281.05, for a total of 33,850.00 shares. In addition, there have been 4 sales at an average price of $266.41 for 33,850.00 shares. Based on historical transaction data and CRM's current price of $262.65, Rational Dynamic Brands Fund's estimated gain on his CRM holdings is $-495,827.50, reflecting a -5.21% gain to date.

Rational Dynamic Brands Fund CRM ($262.65) Holding Chart

Rational Dynamic Brands Fund 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 %

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