Vahanian & Associates Financial Planning Inc. CRM Holdings History
Vahanian & Associates Financial Planning Inc.'s Salesforce Inc Holding Summary
As of 2023-12-31, Vahanian & Associates Financial Planning Inc. held 3,075.00 shares of Salesforce Inc(CRM), totaling $809,160.00. This investment constitutes 3.26% of their stock portfolio, and Vahanian & Associates Financial Planning Inc. now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2023Q1. And since then Vahanian & Associates Financial Planning Inc. has made 2 purchases of CRM, at an average price of $185.49, for a total of 3,985.00 shares. In addition, there have been 1 sales at an average price of $226.32 for 910.00 shares. Based on historical transaction data and CRM's current price of $262.38, Vahanian & Associates Financial Planning Inc.'s estimated gain on his CRM holdings is $273,581.35, reflecting a 37.01% gain to date.
Vahanian & Associates Financial Planning Inc. CRM ($262.38) Holding Chart
Vahanian & Associates Financial Planning Inc. CRM ($262.38) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
