A detailed history of Caliber Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 11,857 shares of CRM stock, worth $2.89 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
11,857
Previous 12,164 2.52%
Holding current value
$2.89 Million
Previous $3.2 Million 11.59%
% of portfolio
1.9%
Previous 1.88%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$251.12 - $316.88 $77,093 - $97,282
-307 Reduced 2.52%
11,857 $3.57 Million
Q4 2023

Apr 22, 2024

BUY
$196.25 - $267.25 $21,980 - $29,932
112 Added 0.93%
12,164 $3.2 Million
Q3 2023

Oct 16, 2023

BUY
$202.49 - $234.37 $61,556 - $71,248
304 Added 2.59%
12,052 $2.44 Million
Q2 2023

Jul 27, 2023

BUY
$188.89 - $223.38 $43,633 - $51,600
231 Added 2.01%
11,748 $2.48 Million
Q1 2023

Apr 10, 2023

BUY
$134.8 - $199.78 $272,026 - $403,156
2,018 Added 21.24%
11,517 $2.3 Million
Q4 2022

Jan 24, 2023

SELL
$128.21 - $165.27 $114,619 - $147,751
-894 Reduced 8.6%
9,499 $0
Q3 2022

Oct 17, 2022

BUY
$143.84 - $191.27 $50,631 - $67,327
352 Added 3.51%
10,393 $1.5 Million
Q2 2022

Jul 12, 2022

SELL
$155.6 - $218.85 $97,405 - $137,000
-626 Reduced 5.87%
10,041 $1.66 Million
Q1 2022

Apr 14, 2022

BUY
$190.54 - $255.46 $183,680 - $246,263
964 Added 9.94%
10,667 $2.27 Million
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $476,373 - $597,292
1,927 Added 24.78%
9,703 $2.24 Million
Q3 2021

Oct 25, 2021

BUY
$237.55 - $285.63 $50,123 - $60,267
211 Added 2.79%
7,776 $2.27 Million
Q2 2021

Jul 22, 2021

BUY
$210.54 - $246.26 $50,740 - $59,348
241 Added 3.29%
7,565 $1.85 Million
Q1 2021

Apr 26, 2021

BUY
$205.33 - $248.59 $142,704 - $172,770
695 Added 10.48%
7,324 $1.55 Million
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $1.46 Million - $1.77 Million
6,629 New
6,629 $1.48 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 $244B
  • 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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