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
$-62,872.16
% of Total Estimate Gain
-15.13%

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 $263.97, SAGE ADVISORS, LLC's estimated gain on his CRM holdings is $-62,872.16, reflecting a -15.13% gain to date.

SAGE ADVISORS, LLC CRM ($263.97) Holding Chart

SAGE ADVISORS, LLC CRM ($263.97) 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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