A detailed history of Activest Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Activest Wealth Management holds 269 shares of CRM stock, worth $87,494. This represents 0.03% of its overall portfolio holdings.

Number of Shares
269
Previous 768 64.97%
Holding current value
$87,494
Previous $197,000 62.94%
% of portfolio
0.03%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $118,971 - $137,988
-499 Reduced 64.97%
269 $73,000
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $69,763 - $97,516
320 Added 71.43%
768 $197,000
Q3 2023

Oct 10, 2023

SELL
$202.49 - $234.37 $78,363 - $90,701
-387 Reduced 46.35%
448 $90,000
Q2 2023

Jul 21, 2023

BUY
$188.89 - $223.38 $107,100 - $126,656
567 Added 211.57%
835 $176,000
Q1 2023

Apr 18, 2023

SELL
$134.8 - $199.78 $628,302 - $931,174
-4,661 Reduced 94.56%
268 $53,000
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $328,089 - $422,925
-2,559 Reduced 34.17%
4,929 $0
Q3 2022

Oct 13, 2022

BUY
$143.84 - $191.27 $877,999 - $1.17 Million
6,104 Added 441.04%
7,488 $1.18 Million
Q2 2022

Jul 15, 2022

BUY
$155.6 - $218.85 $45,435 - $63,904
292 Added 26.74%
1,384 $228,000
Q1 2022

Apr 26, 2022

BUY
$190.54 - $255.46 $137,950 - $184,953
724 Added 196.74%
1,092 $232,000
Q4 2021

Jan 13, 2022

BUY
$247.21 - $309.96 $26,698 - $33,475
108 Added 41.54%
368 $93,000
Q3 2021

Oct 12, 2021

BUY
$237.55 - $285.63 $15,440 - $18,565
65 Added 33.33%
260 $71,000
Q2 2021

Sep 20, 2021

SELL
$210.54 - $246.26 $1,894 - $2,216
-9 Reduced 4.41%
195 $48,000
Q1 2021

Sep 20, 2021

BUY
$205.33 - $248.59 $41,887 - $50,712
204 New
204 $43,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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