A detailed history of Aprio Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,907 shares of CRM stock, worth $964,106. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,907
Previous 2,301 26.34%
Holding current value
$964,106
Previous $591,000 34.52%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Oct 07, 2024

BUY
$238.42 - $276.53 $144,482 - $167,577
606 Added 26.34%
2,907 $795,000
Q2 2024

Jul 10, 2024

BUY
$218.01 - $304.74 $8,284 - $11,580
38 Added 1.68%
2,301 $591,000
Q1 2024

Apr 10, 2024

BUY
$251.12 - $316.88 $150,169 - $189,494
598 Added 35.92%
2,263 $681,000
Q4 2023

Jan 17, 2024

BUY
$196.25 - $267.25 $97,732 - $133,090
498 Added 42.67%
1,665 $438,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $236,305 - $273,509
1,167 New
1,167 $236,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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