A detailed history of Phillips Wealth Planners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,886 shares of CRM stock, worth $586,131. This represents 0.53% of its overall portfolio holdings.

Number of Shares
1,886
Previous 1,558 21.05%
Holding current value
$586,131
Previous $394 Million 39.39%
% of portfolio
0.53%
Previous 0.41%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $78,201 - $90,701
328 Added 21.05%
1,886 $549 Million
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $87,858 - $122,810
403 Added 34.89%
1,558 $394 Million
Q1 2024

Apr 29, 2024

BUY
$251.12 - $316.88 $41,937 - $52,918
167 Added 16.9%
1,155 $320 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $15,896 - $21,647
-81 Reduced 7.58%
988 $271 Million
Q3 2023

Oct 30, 2023

SELL
$202.49 - $234.37 $10,731 - $12,421
-53 Reduced 4.72%
1,069 $223 Million
Q2 2023

Jul 26, 2023

SELL
$188.89 - $223.38 $944 - $1,116
-5 Reduced 0.44%
1,122 $237 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $151,919 - $225,152
1,127 New
1,127 $223 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 $311B
  • 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
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