A detailed history of Cherry Tree Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 168 shares of CRM stock, worth $57,459. This represents 0.01% of its overall portfolio holdings.

Number of Shares
168
Previous 168 -0.0%
Holding current value
$57,459
Previous $43.2 Million 6.46%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$218.01 - $304.74 $18,094 - $25,293
-83 Reduced 33.07%
168 $43.2 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $28,652 - $39,018
146 Added 139.05%
251 $66 Million
Q2 2023

Aug 09, 2023

BUY
$188.89 - $223.38 $19,833 - $23,454
105 New
105 $22.2 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 $342B
  • 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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.