A detailed history of All Square Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,424 shares of CRM stock, worth $469,905. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,424
Previous 1,424 -0.0%
Holding current value
$469,905
Previous $366,000 6.28%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Aug 12, 2024

BUY
$218.01 - $304.74 $21,801 - $30,474
100 Added 7.55%
1,424 $366,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $20,606 - $28,061
105 Added 8.61%
1,324 $348,000
Q3 2023

Nov 27, 2023

SELL
$202.49 - $234.37 $15,591 - $18,046
-77 Reduced 5.94%
1,219 $247,000
Q1 2023

May 02, 2023

BUY
$134.8 - $199.78 $33,700 - $49,945
250 Added 23.9%
1,296 $258,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $53,207 - $68,587
-415 Reduced 28.41%
1,046 $138,000
Q2 2022

Aug 16, 2022

BUY
$155.6 - $218.85 $7,780 - $10,942
50 Added 3.54%
1,461 $241,000
Q1 2022

May 04, 2022

BUY
$190.54 - $255.46 $67,260 - $90,177
353 Added 33.36%
1,411 $300,000
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $35,632 - $42,844
-150 Reduced 12.42%
1,058 $287,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $3,158 - $3,693
15 Added 1.26%
1,208 $295,000
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $159,130 - $192,657
775 Added 185.41%
1,193 $253,000
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $9,275 - $14,062
-50 Reduced 10.68%
418 $105,000
Q2 2020

Aug 11, 2020

BUY
$134.06 - $191.65 $13,406 - $19,165
100 Added 27.17%
468 $88,000
Q2 2019

Aug 13, 2019

BUY
$145.1 - $165.96 $14,510 - $16,596
100 Added 37.31%
368 $56,000
Q1 2019

May 07, 2019

BUY
$130.4 - $166.95 $26,080 - $33,390
200 Added 294.12%
268 $42,000
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $3,378 - $4,476
28 Added 70.0%
68 $9,000
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $4,612 - $5,592
40 New
40 $5,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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