A detailed history of Aries Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Aries Wealth Management holds 1,113 shares of CRM stock, worth $379,699. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,113
Previous 891 24.92%
Holding current value
$379,699
Previous $229,000 32.75%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 31, 2024

BUY
$238.42 - $276.53 $52,929 - $61,389
222 Added 24.92%
1,113 $304,000
Q2 2024

Jul 25, 2024

BUY
$218.01 - $304.74 $194,246 - $271,523
891 New
891 $229,000
Q4 2021

Jan 18, 2022

BUY
$247.21 - $309.96 $778,711 - $976,373
3,150 New
3,150 $801,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $341B
  • 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
Track This Portfolio

Track Aries Wealth Management Portfolio

Follow Aries Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.