A detailed history of Angeles Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 4,238 shares of CRM stock, worth $1.07 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,238
Previous 3,708 14.29%
Holding current value
$1.07 Million
Previous $975,000 30.87%
% of portfolio
0.13%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $133,093 - $167,946
530 Added 14.29%
4,238 $1.28 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $52,987 - $72,157
270 Added 7.85%
3,708 $975,000
Q3 2023

Oct 27, 2023

BUY
$202.49 - $234.37 $140,933 - $163,121
696 Added 25.38%
3,438 $697,000
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $22,289 - $26,358
118 Added 4.5%
2,742 $579,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $62,951 - $93,297
467 Added 21.65%
2,624 $524,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $37,309 - $48,093
-291 Reduced 11.89%
2,157 $286,000
Q3 2022

Nov 03, 2022

SELL
$143.84 - $191.27 $11,075 - $14,727
-77 Reduced 3.05%
2,448 $352,000
Q2 2022

Aug 04, 2022

BUY
$155.6 - $218.85 $77,488 - $108,987
498 Added 24.57%
2,525 $417,000
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $386,224 - $517,817
2,027 New
2,027 $430,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $252B
  • 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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