A detailed history of Brass Tax Wealth Management, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 1,443 shares of CRM stock, worth $342,034. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,443
Previous 1,661 13.12%
Holding current value
$342,034
Previous $453 Million 24.49%
% of portfolio
0.06%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$231.66 - $273.65 $50,501 - $59,655
-218 Reduced 13.12%
1,443 $342 Million
Q2 2025

Aug 11, 2025

BUY
$236.26 - $291.15 $7,324 - $9,025
31 Added 1.9%
1,661 $453 Million
Q1 2025

Apr 29, 2025

BUY
$268.36 - $359.95 $2,415 - $3,239
9 Added 0.56%
1,630 $438 Million
Q4 2024

Apr 29, 2025

BUY
$270.87 - $367.87 $439,080 - $596,317
1,621 New
1,621 $542 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 $237B
  • 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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