A detailed history of Avion Wealth transactions in Salesforce, Inc. stock. As of the latest transaction made, Avion Wealth holds 95 shares of CRM stock, worth $32,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares
95
Previous 96 1.04%
Holding current value
$32,463
Previous $24,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 18, 2024

SELL
$238.42 - $276.53 $238 - $276
-1 Reduced 1.04%
95 $26,000
Q2 2024

Jul 26, 2024

BUY
$218.01 - $304.74 $7,194 - $10,056
33 Added 52.38%
96 $24,000
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $2,762 - $3,485
11 Added 21.15%
63 $19,000
Q4 2023

Jan 26, 2024

SELL
$196.25 - $267.25 $1,373 - $1,870
-7 Reduced 11.86%
52 $14,000
Q3 2023

Oct 20, 2023

BUY
$202.49 - $234.37 $2,632 - $3,046
13 Added 28.26%
59 $11,000
Q2 2023

Jul 14, 2023

BUY
$188.89 - $223.38 $7,366 - $8,711
39 Added 557.14%
46 $9,000
Q3 2022

Oct 31, 2022

SELL
$143.84 - $191.27 $7,192 - $9,563
-50 Reduced 87.72%
7 $1,000
Q2 2022

Aug 11, 2022

BUY
$155.6 - $218.85 $8,869 - $12,474
57 New
57 $9,000
Q1 2021

May 06, 2021

SELL
$205.33 - $248.59 $80,284 - $97,198
-391 Closed
0 $0
Q4 2020

Jan 26, 2021

BUY
$220.15 - $267.07 $86,078 - $104,424
391 New
391 $87,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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