A detailed history of Mosley Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Mosley Wealth Management holds 877 shares of CRM stock, worth $300,968. This represents 0.17% of its overall portfolio holdings.

Number of Shares
877
Previous 798 9.9%
Holding current value
$300,968
Previous $205 Million 24.52%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $18,835 - $21,845
79 Added 9.9%
877 $255 Million
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $1,308 - $1,828
6 Added 0.76%
798 $205 Million
Q1 2024

Apr 15, 2024

SELL
$251.12 - $316.88 $10,547 - $13,308
-42 Reduced 5.04%
792 $239 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $163,672 - $222,886
834 New
834 $219 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 $343B
  • 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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