A detailed history of Campbell Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Campbell Wealth Management holds 871 shares of CRM stock, worth $232,382. This represents 0.07% of its overall portfolio holdings.

Number of Shares
871
Previous 671 29.81%
Holding current value
$232,382
Previous $202,000 10.89%
% of portfolio
0.07%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $43,602 - $60,948
200 Added 29.81%
871 $224,000
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $168,501 - $212,626
671 New
671 $202,000
Q3 2020

Nov 02, 2020

SELL
$185.51 - $281.25 $64,000 - $97,031
-345 Closed
0 $0
Q2 2020

Jul 23, 2020

BUY
$134.06 - $191.65 $46,250 - $66,119
345 New
345 $65,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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