U.S. Quality ESG Fund CRM Holdings History
U.S. Quality ESG Fund's Salesforce Inc Holding Summary
As of 2025-03-31, U.S. Quality ESG Fund held 20,238.00 shares of Salesforce Inc(CRM), totaling $5.43 Mil. This investment constitutes 1.12% of their stock portfolio, and U.S. Quality ESG Fund now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2024Q3. And since then U.S. Quality ESG Fund has made 1 purchases of CRM, at an average price of $256.17, for a total of 23,541.00 shares. In addition, there have been 2 sales at an average price of $319.11 for 3,303.00 shares. Based on historical transaction data and CRM's current price of $269.26, U.S. Quality ESG Fund's estimated gain on his CRM holdings is $472,820.16, reflecting a 7.84% gain to date.
U.S. Quality ESG Fund CRM ($269.26) Holding Chart
U.S. Quality ESG Fund CRM ($269.26) 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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