A detailed history of Capital Wealth Planning, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 3,726 shares of CRM stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,726
Previous 10,743 65.32%
Holding current value
$1.28 Million
Previous $2.76 Million 63.11%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $1.67 Million - $1.94 Million
-7,017 Reduced 65.32%
3,726 $1.02 Million
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $68,019 - $95,078
312 Added 2.99%
10,743 $2.76 Million
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $535,890 - $676,221
-2,134 Reduced 16.98%
10,431 $3.14 Million
Q4 2023

Feb 08, 2024

SELL
$196.25 - $267.25 $805,998 - $1.1 Million
-4,107 Reduced 24.63%
12,565 $3.31 Million
Q3 2023

Nov 06, 2023

SELL
$202.49 - $234.37 $734,228 - $849,825
-3,626 Reduced 17.86%
16,672 $3.38 Million
Q2 2023

Aug 04, 2023

BUY
$188.89 - $223.38 $1.42 Million - $1.68 Million
7,541 Added 59.11%
20,298 $4.29 Million
Q1 2023

May 04, 2023

SELL
$134.8 - $199.78 $538,256 - $797,721
-3,993 Reduced 23.84%
12,757 $2.55 Million
Q4 2022

Feb 03, 2023

BUY
$128.21 - $165.27 $7,436 - $9,585
58 Added 0.35%
16,750 $2.22 Million
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $2.4 Million - $3.19 Million
16,692 New
16,692 $2.4 Million
Q4 2021

Feb 04, 2022

SELL
$247.21 - $309.96 $194,801 - $244,248
-788 Closed
0 $0
Q3 2021

Nov 03, 2021

SELL
$237.55 - $285.63 $105,947 - $127,390
-446 Reduced 36.14%
788 $214,000
Q2 2021

Aug 03, 2021

SELL
$210.54 - $246.26 $1,894 - $2,216
-9 Reduced 0.72%
1,234 $301,000
Q1 2021

Apr 19, 2021

BUY
$205.33 - $248.59 $121,966 - $147,662
594 Added 91.53%
1,243 $263,000
Q4 2020

Jan 25, 2021

BUY
$220.15 - $267.07 $142,877 - $173,328
649 New
649 $147,000
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $297,747 - $425,654
-2,221 Closed
0 $0
Q1 2020

Apr 30, 2020

BUY
$124.3 - $193.36 $124 - $193
1 Added 0.05%
2,221 $320,000
Q3 2019

Nov 12, 2019

BUY
$139.72 - $159.97 $5,449 - $6,238
39 Added 1.79%
2,220 $329,000
Q2 2019

Aug 02, 2019

BUY
$145.1 - $165.96 $316,463 - $361,958
2,181 New
2,181 $331,000

Others Institutions Holding CRM

About Salesforce, Inc.


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