A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 7,933 shares of CRM stock, worth $2.15 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
7,933
Previous 6,632 19.62%
Holding current value
$2.15 Million
Previous $2 Million 2.1%
% of portfolio
1.02%
Previous 1.1%

Shares

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

Jul 19, 2024

BUY
$218.01 - $304.74 $283,631 - $396,466
1,301 Added 19.62%
7,933 $2.04 Million
Q1 2024

May 02, 2024

SELL
$251.12 - $316.88 $5.04 Million - $6.36 Million
-20,082 Reduced 75.17%
6,632 $2 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $76,537 - $104,227
390 Added 1.48%
26,714 $7.03 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $74,921 - $86,716
370 Added 1.43%
26,324 $5.34 Million
Q2 2023

Aug 04, 2023

SELL
$188.89 - $223.38 $322,624 - $381,533
-1,708 Reduced 6.17%
25,954 $5.48 Million
Q1 2023

Apr 27, 2023

BUY
$134.8 - $199.78 $120,780 - $179,002
896 Added 3.35%
27,662 $5.53 Million
Q4 2022

Jan 27, 2023

SELL
$128.21 - $165.27 $177,442 - $228,733
-1,384 Reduced 4.92%
26,766 $0
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $107,304 - $142,687
-746 Reduced 2.58%
28,150 $4.05 Million
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $123,235 - $173,329
792 Added 2.82%
28,896 $4.77 Million
Q1 2022

Apr 07, 2022

BUY
$190.54 - $255.46 $1.02 Million - $1.37 Million
5,361 Added 23.57%
28,104 $5.97 Million
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $2.05 Million - $2.57 Million
8,305 Added 57.52%
22,743 $5.78 Million
Q3 2021

Oct 12, 2021

SELL
$237.55 - $285.63 $3.7 Million - $4.45 Million
-15,587 Reduced 51.91%
14,438 $3.92 Million
Q2 2021

Jul 29, 2021

SELL
$210.54 - $246.26 $1.25 Million - $1.46 Million
-5,927 Reduced 16.49%
30,025 $7.33 Million
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $2.11 Million - $2.56 Million
10,298 Added 40.14%
35,952 $7.62 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $5.65 Million - $6.85 Million
25,654 New
25,654 $5.71 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 $271B
  • 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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