Sit Balanced Fund CRM Holdings History

Number of Shares
3,650.00
Current Holdings Value*
$979,510.00
% of Portfolio
2.37%
Total Estimate Gain
$385,385.50
% of Total Estimate Gain
59.88%

Sit Balanced Fund's Salesforce Inc Holding Summary

As of 2025-03-31, SIT MUTUAL FUNDS INC held 3,650.00 shares of Salesforce Inc(CRM), totaling $979,510.00. This investment constitutes 2.37% of their stock portfolio, and SIT MUTUAL FUNDS INC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2019Q3. And since then Sit Balanced Fund has made 3 purchases of CRM, at an average price of $162.93, for a total of 3,950.00 shares. In addition, there have been 1 sales at an average price of $222.91 for 300.00 shares. Based on historical transaction data and CRM's current price of $263.59, Sit Balanced Fund's estimated gain on his CRM holdings is $385,385.50, reflecting a 59.88% gain to date.

Sit Balanced Fund CRM ($263.59) Holding Chart

Sit Balanced Fund CRM ($263.59) 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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