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Power Wealth Management Sits on Empty CRM Portfolio with Estimated $512K Loss

Guavy AI Editorial Team
Instruments
CRM
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POWER WEALTH MANAGEMENT LLC has held no shares of Salesforce Inc (CRM) since 2026-06-30, according to historical transaction data. This investment represents 0% of their stock portfolio and 0% of the outstanding CRM stock.

The company's initial purchase of CRM took place in 2023Q4. Since then, POWER WEALTH MANAGEMENT LLC has made six purchases at an average price of $236.49 for a total of 9,185 shares. In addition, there have been four sales at an average price of $180.70 for 9,185 shares.

Based on CRM's current price of $210.21 and historical transaction data, POWER WEALTH MANAGEMENT LLC's estimated gain on its CRM holdings is -$512,499.92, reflecting a -23.59% loss to date.

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