Wealth Alliance Advisory Group, LLC CRM Holdings History
Wealth Alliance Advisory Group, LLC's Salesforce Inc Holding Summary
As of 2025-06-30, Wealth Alliance Advisory Group, LLC held 8,415.00 shares of Salesforce Inc(CRM), totaling $2.29 Mil. This investment constitutes 0.44% of their stock portfolio, and Wealth Alliance Advisory Group, LLC now holds 0% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2023Q2. And since then Wealth Alliance Advisory Group, LLC has made 8 purchases of CRM, at an average price of $259.85, for a total of 8,459.00 shares. In addition, there have been 1 sales at an average price of $256.15 for 44.00 shares. Based on historical transaction data and CRM's current price of $259.88, Wealth Alliance Advisory Group, LLC's estimated gain on his CRM holdings is $110.53, reflecting a 0.01% gain to date.
Wealth Alliance Advisory Group, LLC CRM ($259.88) Holding Chart
Wealth Alliance Advisory Group, LLC CRM ($259.88) 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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