A detailed history of Austin Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Austin Private Wealth, LLC holds 2,676 shares of CRM stock, worth $898,547. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,676
Previous 2,687 0.41%
Holding current value
$898,547
Previous $690,000 6.09%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 30, 2024

SELL
$238.42 - $276.53 $2,622 - $3,041
-11 Reduced 0.41%
2,676 $732,000
Q2 2024

Jul 12, 2024

SELL
$218.01 - $304.74 $22,673 - $31,692
-104 Reduced 3.73%
2,687 $690,000
Q1 2024

Apr 12, 2024

BUY
$251.12 - $316.88 $164,483 - $207,556
655 Added 30.66%
2,791 $840,000
Q4 2023

Jan 18, 2024

BUY
$196.25 - $267.25 $6,280 - $8,552
32 Added 1.52%
2,136 $562,000
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $27,943 - $32,343
138 Added 7.02%
2,104 $426,000
Q2 2023

Jul 21, 2023

SELL
$188.89 - $223.38 $32,111 - $37,974
-170 Reduced 7.96%
1,966 $415,000
Q1 2023

Apr 07, 2023

BUY
$134.8 - $199.78 $35,452 - $52,542
263 Added 14.04%
2,136 $426,000
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $7,949 - $10,246
-62 Reduced 3.2%
1,873 $248,000
Q3 2022

Oct 28, 2022

BUY
$143.84 - $191.27 $31,932 - $42,461
222 Added 12.96%
1,935 $278,000
Q2 2022

Jul 29, 2022

SELL
$155.6 - $218.85 $2,178 - $3,063
-14 Reduced 0.81%
1,713 $283,000
Q1 2022

May 06, 2022

BUY
$190.54 - $255.46 $8,383 - $11,240
44 Added 2.61%
1,727 $367,000
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $175,766 - $220,381
711 Added 73.15%
1,683 $428,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $24,942 - $29,991
105 Added 12.11%
972 $264,000
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $182,538 - $213,507
867 New
867 $212,000
Q4 2020

Jan 29, 2021

SELL
$220.15 - $267.07 $183,605 - $222,736
-834 Closed
0 $0
Q3 2020

Nov 10, 2020

SELL
$185.51 - $281.25 $47,305 - $71,718
-255 Reduced 23.42%
834 $210,000
Q2 2020

Aug 07, 2020

BUY
$134.06 - $191.65 $145,991 - $208,706
1,089 New
1,089 $204,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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 Austin Private Wealth, LLC Portfolio

Follow Austin Private Wealth, LLC 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 Austin Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Private Wealth, LLC with notifications on news.