A detailed history of 9258 Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 6,890 shares of CRM stock, worth $2.37 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,890
Previous 7,296 5.56%
Holding current value
$2.37 Million
Previous $1.88 Million 0.53%
% of portfolio
0.28%
Previous 0.29%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $96,798 - $112,271
-406 Reduced 5.56%
6,890 $1.89 Million
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $18,094 - $25,293
83 Added 1.15%
7,296 $1.88 Million
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $183,317 - $231,322
730 Added 11.26%
7,213 $2.17 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $245,901 - $334,864
1,253 Added 23.96%
6,483 $1.71 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $44,952 - $52,030
222 Added 4.43%
5,230 $1.06 Million
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $64,033 - $75,725
339 Added 7.26%
5,008 $1.06 Million
Q1 2023

May 03, 2023

SELL
$134.8 - $199.78 $21,972 - $32,564
-163 Reduced 3.37%
4,669 $932,000
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $13,077 - $16,857
-102 Reduced 2.07%
4,832 $640,000
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $84,577 - $112,466
-588 Reduced 10.65%
4,934 $710,000
Q2 2022

Aug 04, 2022

BUY
$155.6 - $218.85 $156,533 - $220,163
1,006 Added 22.28%
5,522 $911,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $24,579 - $32,954
129 Added 2.94%
4,516 $959,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $188,868 - $236,809
764 Added 21.09%
4,387 $1.12 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $216,645 - $260,494
912 Added 33.64%
3,623 $983,000
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $46,529 - $54,423
-221 Reduced 7.54%
2,711 $662,000
Q1 2021

May 11, 2021

SELL
$205.33 - $248.59 $59,956 - $72,588
-292 Reduced 9.06%
2,932 $621,000
Q4 2020

Feb 10, 2021

BUY
$220.15 - $267.07 $112,056 - $135,938
509 Added 18.75%
3,224 $717,000
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $171,225 - $259,593
-923 Reduced 25.37%
2,715 $631,000
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $29,359 - $41,971
219 Added 6.41%
3,638 $682,000
Q1 2020

May 05, 2020

BUY
$124.3 - $193.36 $64,884 - $100,933
522 Added 18.02%
3,419 $539,000
Q4 2019

Feb 06, 2020

BUY
$142.33 - $164.98 $115,856 - $134,293
814 Added 39.08%
2,897 $471,000
Q3 2019

Nov 07, 2019

BUY
$139.72 - $159.97 $7,265 - $8,318
52 Added 2.56%
2,083 $309,000
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $94,169 - $107,708
649 Added 46.96%
2,031 $308,000
Q1 2019

May 07, 2019

BUY
$130.4 - $166.95 $180,212 - $230,724
1,382 New
1,382 $219,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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