A detailed history of Archetype Wealth Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Archetype Wealth Partners holds 999 shares of CRM stock, worth $331,318. This represents 0.04% of its overall portfolio holdings.

Number of Shares
999
Previous 2,212 54.84%
Holding current value
$331,318
Previous $666,000 61.41%
% of portfolio
0.04%
Previous 0.11%

Shares

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

Aug 15, 2024

SELL
$218.01 - $304.74 $264,446 - $369,649
-1,213 Reduced 54.84%
999 $257,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $117,273 - $147,982
467 Added 26.76%
2,212 $666,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $48,473 - $66,010
247 Added 16.49%
1,745 $459,000
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $303,330 - $351,086
1,498 New
1,498 $304,000
Q3 2020

Oct 15, 2020

SELL
$185.51 - $281.25 $485,665 - $736,312
-2,618 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $350,969 - $501,739
2,618 New
2,618 $490,000

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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