A detailed history of Carolinas Wealth Consulting LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 133 shares of CRM stock, worth $35,484. This represents 0.01% of its overall portfolio holdings.

Number of Shares
133
Previous 529 74.86%
Holding current value
$35,484
Previous $159,000 78.62%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Aug 12, 2024

SELL
$218.01 - $304.74 $86,331 - $120,677
-396 Reduced 74.86%
133 $34,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $30,385 - $38,342
121 Added 29.66%
529 $159,000
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $1,570 - $2,138
8 Added 2.0%
408 $107,000
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $10,326 - $11,952
-51 Reduced 11.31%
400 $81,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $66,489 - $78,629
352 Added 355.56%
451 $95,000
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $2,830 - $4,195
21 Added 26.92%
99 $19,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $49,232 - $63,463
-384 Reduced 83.12%
78 $10,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $32,651 - $43,418
-227 Reduced 32.95%
462 $66,000
Q2 2022

Aug 16, 2022

SELL
$155.6 - $218.85 $19,605 - $27,575
-126 Reduced 15.46%
689 $114,000
Q1 2022

May 17, 2022

SELL
$190.54 - $255.46 $5,716 - $7,663
-30 Reduced 3.55%
815 $173,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $50,360 - $60,553
212 Added 33.49%
845 $229,000
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $4,000 - $4,678
19 Added 3.09%
633 $155,000
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $18,274 - $22,124
-89 Reduced 12.66%
614 $130,000
Q4 2020

Feb 16, 2021

SELL
$220.15 - $267.07 $59,000 - $71,574
-268 Reduced 27.6%
703 $156,000
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $171,040 - $259,312
922 Added 1881.63%
971 $244,000
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $6,568 - $9,390
49 New
49 $9,000

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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