Roberts Wealth Advisors, LLC CRM Holdings History
Roberts Wealth Advisors, LLC's Salesforce Inc Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 16,106.00 shares of Salesforce Inc(CRM), totaling $4.32 Mil. This investment constitutes 1.33% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 9 purchases of CRM, at an average price of $261.71, for a total of 22,788.00 shares. In addition, there have been 5 sales at an average price of $168.48 for 6,682.00 shares. Based on historical transaction data and CRM's current price of $262.38, Roberts Wealth Advisors, LLC's estimated gain on his CRM holdings is $-612,143.71, reflecting a -10.26% gain to date.
Roberts Wealth Advisors, LLC CRM ($262.38) Holding Chart
Roberts Wealth Advisors, LLC CRM ($262.38) 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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