Sendero Wealth Management, LLC CRM Holdings History
Sendero Wealth Management, LLC's Salesforce Inc Holding Summary
As of 2025-03-31, Sendero Wealth Management, LLC held - shares of Salesforce Inc(CRM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2022Q3. And since then Sendero Wealth Management, LLC has made 5 purchases of CRM, at an average price of $196.74, for a total of 30,711.00 shares. In addition, there have been 6 sales at an average price of $298.91 for 30,711.00 shares. Based on historical transaction data and CRM's current price of $273.42, Sendero Wealth Management, LLC's estimated gain on his CRM holdings is $3.14 Mil, reflecting a 51.93% gain to date.
Sendero Wealth Management, LLC CRM ($273.42) Holding Chart
Sendero Wealth Management, LLC CRM ($273.42) 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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