Number of Shares
39,354.00
Current Holdings Value*
$10.73 Mil
% of Portfolio
0.84%
Total Estimate Gain
$-572,541.80
% of Total Estimate Gain
-5.20%

Sonora Investment Management Group, LLC's Salesforce Inc Holding Summary

As of 2025-06-30, Sonora Investment Management Group, LLC held 39,354.00 shares of Salesforce Inc(CRM), totaling $10.73 Mil. This investment constitutes 0.84% of their stock portfolio, and Sonora Investment Management Group, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2021Q4. And since then Sonora Investment Management Group, LLC has made 9 purchases of CRM, at an average price of $276.96, for a total of 39,729.00 shares. In addition, there have been 3 sales at an average price of $153.66 for 375.00 shares. Based on historical transaction data and CRM's current price of $263.59, Sonora Investment Management Group, LLC's estimated gain on his CRM holdings is $-572,541.80, reflecting a -5.20% gain to date.

Sonora Investment Management Group, LLC CRM ($263.59) Holding Chart

Sonora Investment Management Group, LLC 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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