SA MFS Massachusetts Investors Trust Portfolio Sees Significant Gain from Salesforce Holdings

SA MFS Massachusetts Investors Trust Portfolio has a significant holding in Salesforce Inc (CRM), which has resulted in an estimated gain of $4.48 million since their initial investment in 2019.

The portfolio made its first purchase in CRM in 2019Q4, and since then, they have made seven more purchases at an average price of $170.50 for a total of 84,716 shares.

In addition to these purchases, the portfolio has also sold some of their CRM holdings at an average price of $223.36 for a total of 84,716 shares.

As of April 30, 2026, the portfolio held no CRM shares, but based on historical transaction data and CRM's current price of $209.06, the estimated gain is still significant at $4.48 million, reflecting a 31% gain to date.