Number of Shares
29,533.00
Current Holdings Value*
$8.00 Mil
% of Portfolio
4.9%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
15.38%

WORMSER FRERES GESTION's Salesforce Inc Holding Summary

As of 2025-03-31, WORMSER FRERES GESTION held 29,533.00 shares of Salesforce Inc(CRM), totaling $8.00 Mil. This investment constitutes 4.9% of their stock portfolio, and WORMSER FRERES GESTION now holds 0% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2023Q4. And since then WORMSER FRERES GESTION has made 3 purchases of CRM, at an average price of $230.87, for a total of 39,344.00 shares. In addition, there have been 2 sales at an average price of $291.38 for 9,811.00 shares. Based on historical transaction data and CRM's current price of $258.07, WORMSER FRERES GESTION's estimated gain on his CRM holdings is $1.40 Mil, reflecting a 15.38% gain to date.

WORMSER FRERES GESTION CRM ($258.07) Holding Chart

WORMSER FRERES GESTION 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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