A detailed history of Genesis Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 1,157 shares of CRM stock, worth $304,013. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,157
Previous 1,062 8.95%
Holding current value
$304,013
Previous $355 Million 12.55%
% of portfolio
0.16%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$268.36 - $359.95 $25,494 - $34,195
95 Added 8.95%
1,157 $311 Million
Q4 2024

Jan 17, 2025

BUY
$270.87 - $367.87 $287,663 - $390,677
1,062 New
1,062 $355 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 $263B
  • 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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