Number of Shares
133,889.00
Current Holdings Value*
$35.93 Mil
% of Portfolio
4.06%
Total Estimate Gain
$979,825.11
% of Total Estimate Gain
2.62%

Suncoast Equity Management's Salesforce Inc Holding Summary

As of 2025-03-31, Suncoast Equity Management held 133,889.00 shares of Salesforce Inc(CRM), totaling $35.93 Mil. This investment constitutes 4.06% of their stock portfolio, and Suncoast Equity Management now holds 0.01% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2023Q4. And since then Suncoast Equity Management has made 4 purchases of CRM, at an average price of $260.16, for a total of 143,878.00 shares. In addition, there have been 2 sales at an average price of $265.39 for 9,989.00 shares. Based on historical transaction data and CRM's current price of $267.09, Suncoast Equity Management's estimated gain on his CRM holdings is $979,825.11, reflecting a 2.62% gain to date.

Suncoast Equity Management CRM ($267.09) Holding Chart

Suncoast Equity Management CRM ($267.09) 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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