Talbot Financial, LLC CRM Holdings History
Talbot Financial, LLC's Salesforce Inc Holding Summary
As of 2025-06-30, Talbot Financial, LLC held 78,826.00 shares of Salesforce Inc(CRM), totaling $21.50 Mil. This investment constitutes 2.03% of their stock portfolio, and Talbot Financial, LLC now holds 0.01% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2022Q4. And since then Talbot Financial, LLC has made 7 purchases of CRM, at an average price of $183.20, for a total of 81,627.00 shares. In addition, there have been 3 sales at an average price of $315.47 for 2,801.00 shares. Based on historical transaction data and CRM's current price of $269.61, Talbot Financial, LLC's estimated gain on his CRM holdings is $7.18 Mil, reflecting a 48.02% gain to date.
Talbot Financial, LLC CRM ($269.61) Holding Chart
Talbot Financial, LLC CRM ($269.61) 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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