SAGE ADVISORS, LLC CRM Holdings History
Number of Shares
1,336.00
Current Holdings Value*
$358,530.00
% of Portfolio
0.25%
Total Estimate Gain
$-61,950.32
% of Total Estimate Gain
-14.91%
SAGE ADVISORS, LLC's Salesforce Inc Holding Summary
As of 2025-03-31, SAGE ADVISORS, LLC held 1,336.00 shares of Salesforce Inc(CRM), totaling $358,530.00. This investment constitutes 0.25% of their stock portfolio, and SAGE ADVISORS, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2025Q1. And since then SAGE ADVISORS, LLC has made 1 purchases of CRM, at an average price of $311.03, for a total of 1,336.00 shares. Based on historical transaction data and CRM's current price of $264.66, SAGE ADVISORS, LLC's estimated gain on his CRM holdings is $-61,950.32, reflecting a -14.91% gain to date.
SAGE ADVISORS, LLC CRM ($264.66) Holding Chart
SAGE ADVISORS, LLC CRM ($264.66) 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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