A detailed history of Accurate Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,123 shares of CRM stock, worth $1.05 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,123
Previous 2,242 39.3%
Holding current value
$1.05 Million
Previous $576,000 48.26%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Oct 17, 2024

BUY
$238.42 - $276.53 $210,048 - $243,622
881 Added 39.3%
3,123 $854,000
Q2 2024

Jul 17, 2024

BUY
$218.01 - $304.74 $182,038 - $254,457
835 Added 59.35%
2,242 $576,000
Q1 2024

Apr 22, 2024

SELL
$251.12 - $316.88 $21,596 - $27,251
-86 Reduced 5.76%
1,407 $423,000
Q4 2023

Jan 12, 2024

SELL
$196.25 - $267.25 $21,195 - $28,863
-108 Reduced 6.75%
1,493 $392,000
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $607 - $703
-3 Reduced 0.19%
1,601 $324,000
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $59,311 - $70,141
314 Added 24.34%
1,604 $338,000
Q1 2023

Apr 13, 2023

SELL
$134.8 - $199.78 $289,820 - $429,527
-2,150 Reduced 62.5%
1,290 $257,000
Q4 2022

Jan 11, 2023

BUY
$128.21 - $165.27 $91,926 - $118,498
717 Added 26.33%
3,440 $0
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $197,492 - $262,613
1,373 Added 101.7%
2,723 $399,000
Q2 2022

Aug 04, 2022

SELL
$155.6 - $218.85 $21,472 - $30,201
-138 Reduced 9.27%
1,350 $235,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $113,371 - $151,998
595 Added 66.63%
1,488 $316,000
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $14,832 - $18,597
60 Added 7.2%
893 $237,000
Q3 2021

Oct 22, 2021

BUY
$237.55 - $285.63 $197,879 - $237,929
833 New
833 $231,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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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