A detailed history of Adapt Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 1,263 shares of CRM stock, worth $376,386. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,263
Previous 938 34.65%
Holding current value
$376,386
Previous $283 Million 14.94%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Aug 06, 2024

BUY
$218.01 - $304.74 $70,853 - $99,040
325 Added 34.65%
1,263 $325 Million
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $235,550 - $297,233
938 New
938 $283 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 $298B
  • 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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