Steward Large Cap Core Fund CRM Holdings History
Steward Large Cap Core Fund's Salesforce Inc Holding Summary
As of 2025-04-30, Steward Large Cap Core Fund held 9,000.00 shares of Salesforce Inc(CRM), totaling $2.42 Mil. This investment constitutes 1.59% of their stock portfolio, and Steward Large Cap Core Fund now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2023Q2. And since then Steward Large Cap Core Fund has made 7 purchases of CRM, at an average price of $231.68, for a total of 10,100.00 shares. In addition, there have been 1 sales at an average price of $249.45 for 1,100.00 shares. Based on historical transaction data and CRM's current price of $258.07, Steward Large Cap Core Fund's estimated gain on his CRM holdings is $257,036.00, reflecting a 10.98% gain to date.
Steward Large Cap Core Fund CRM ($258.07) Holding Chart
Steward Large Cap Core Fund CRM ($258.07) 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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