A detailed history of Cascade Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 807 shares of CRM stock, worth $250,799. This represents 0.03% of its overall portfolio holdings.

Number of Shares
807
Previous 801 0.75%
Holding current value
$250,799
Previous $206 Million 13.02%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$238.42 - $276.53 $1,430 - $1,659
6 Added 0.75%
807 $233 Million
Q2 2024

Jul 31, 2024

SELL
$218.01 - $304.74 $4,360 - $6,094
-20 Reduced 2.44%
801 $206 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $206,169 - $260,158
821 New
821 $242 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 $311B
  • 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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