A detailed history of Cascade Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 805 shares of CRM stock, worth $262,333. This represents 0.04% of its overall portfolio holdings.

Number of Shares
805
Previous 807 0.25%
Holding current value
$262,333
Previous $233 Million 15.67%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

SELL
$270.87 - $367.87 $541 - $735
-2 Reduced 0.25%
805 $269 Million
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 $326B
  • 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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