A detailed history of Jamison Private Wealth Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 6,904 shares of CRM stock, worth $2.36 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,904
Previous 6,398 7.91%
Holding current value
$2.36 Million
Previous $1.64 Billion 14.88%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $120,640 - $139,924
506 Added 7.91%
6,904 $1.89 Billion
Q2 2024

Jul 11, 2024

BUY
$218.01 - $304.74 $27,687 - $38,701
127 Added 2.03%
6,398 $1.64 Billion
Q1 2024

Apr 26, 2024

BUY
$251.12 - $316.88 $21,094 - $26,617
84 Added 1.36%
6,271 $1.89 Billion
Q4 2023

Jan 17, 2024

BUY
$196.25 - $267.25 $2,943 - $4,008
15 Added 0.24%
6,187 $1.63 Billion
Q3 2023

Jan 05, 2024

BUY
$202.49 - $234.37 $1.25 Million - $1.45 Million
6,172 New
6,172 $1.25 Billion

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 Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.