A detailed history of Abound Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Abound Wealth Management holds 804 shares of CRM stock, worth $272,644. This represents 0.07% of its overall portfolio holdings.

Number of Shares
804
Previous 585 37.44%
Holding current value
$272,644
Previous $150 Million 46.29%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$238.42 - $276.53 $52,213 - $60,560
219 Added 37.44%
804 $220 Million
Q2 2024

Aug 09, 2024

SELL
$218.01 - $304.74 $436 - $609
-2 Reduced 0.34%
585 $150 Million
Q1 2024

Aug 08, 2024

BUY
$251.12 - $316.88 $8,286 - $10,457
33 Added 5.96%
587 $177 Million
Q4 2023

Aug 08, 2024

BUY
$196.25 - $267.25 $1,570 - $2,138
8 Added 1.47%
554 $146 Million
Q3 2023

Aug 08, 2024

BUY
$202.49 - $234.37 $1,822 - $2,109
9 Added 1.68%
546 $111 Million
Q2 2023

Aug 08, 2024

SELL
$188.89 - $223.38 $6,044 - $7,148
-32 Reduced 5.62%
537 $113 Million
Q1 2023

Aug 07, 2024

BUY
$134.8 - $199.78 $76,701 - $113,674
569 New
569 $114 Million
Q4 2022

Aug 07, 2024

BUY
$128.21 - $165.27 $4,102 - $5,288
32 Added 6.68%
511 $67.8 Million
Q3 2022

Aug 07, 2024

SELL
$143.84 - $191.27 $12,945 - $17,214
-90 Reduced 15.82%
479 $68.9 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $339B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.