A detailed history of Aviso Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Aviso Wealth Management holds 2,625 shares of CRM stock, worth $902,081. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,625
Previous 3,075 14.63%
Holding current value
$902,081
Previous $791 Million 9.12%
% of portfolio
0.39%
Previous 0.47%

Shares

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

Nov 07, 2024

SELL
$238.42 - $276.53 $107,289 - $124,438
-450 Reduced 14.63%
2,625 $719 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $65,839 - $92,031
302 Added 10.89%
3,075 $791 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $67,300 - $84,923
-268 Reduced 8.81%
2,773 $835 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $596,796 - $812,707
3,041 New
3,041 $800 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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