A detailed history of Cassaday & CO Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 778 shares of CRM stock, worth $266,091. This represents 0.01% of its overall portfolio holdings.

Number of Shares
778
Holding current value
$266,091
% of portfolio
0.01%

Shares

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

Nov 07, 2024

BUY
$238.42 - $276.53 $185,490 - $215,140
778 New
778 $212,000
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $189,093 - $238,610
753 New
753 $226,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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