A detailed history of Flagship Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 8 shares of CRM stock, worth $1,924. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 3,754 99.79%
Holding current value
$1,924
Previous $500 Million 99.56%
% of portfolio
0.0%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

SELL
$236.26 - $291.15 $885,029 - $1.09 Million
-3,746 Reduced 99.79%
8 $2.18 Million
Q1 2025

May 09, 2025

BUY
$268.36 - $359.95 $1 Million - $1.34 Million
3,736 Added 20755.56%
3,754 $500 Million
Q4 2024

Feb 10, 2025

BUY
$270.87 - $367.87 $4,875 - $6,621
18 New
18 $6.02 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 $241B
  • 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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