A detailed history of Castle Rock Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 2,458 shares of CRM stock, worth $815,195. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,458
Previous 2,308 6.5%
Holding current value
$815,195
Previous $593,000 13.32%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 09, 2024

BUY
$238.42 - $276.53 $35,763 - $41,479
150 Added 6.5%
2,458 $672,000
Q2 2024

Jul 12, 2024

SELL
$218.01 - $304.74 $1,526 - $2,133
-7 Reduced 0.3%
2,308 $593,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $77,596 - $97,915
309 Added 15.4%
2,315 $697,000
Q4 2023

Jan 08, 2024

BUY
$196.25 - $267.25 $138,552 - $188,678
706 Added 54.31%
2,006 $527,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $55,279 - $63,983
273 Added 26.58%
1,300 $263,000
Q2 2023

Jul 10, 2023

SELL
$188.89 - $223.38 $1,888 - $2,233
-10 Reduced 0.96%
1,027 $216,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $139,787 - $207,171
1,037 New
1,037 $207,000
Q3 2022

Oct 13, 2022

BUY
$143.84 - $191.27 $1,438 - $1,912
10 Added 0.27%
3,722 $531,000
Q2 2022

Jul 13, 2022

BUY
$155.6 - $218.85 $113,899 - $160,198
732 Added 24.56%
3,712 $656,000
Q1 2022

Apr 25, 2022

SELL
$190.54 - $255.46 $128,995 - $172,946
-677 Reduced 18.51%
2,980 $570,000
Q4 2021

Feb 02, 2022

SELL
$247.21 - $309.96 $258,828 - $324,528
-1,047 Reduced 22.26%
3,657 $799,000
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $2,375 - $2,856
-10 Reduced 0.21%
4,704 $1.46 Million
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $170,326 - $199,224
-809 Reduced 14.65%
4,714 $1.15 Million
Q1 2021

Apr 27, 2021

BUY
$205.33 - $248.59 $33,058 - $40,022
161 Added 3.0%
5,523 $1.28 Million
Q4 2020

Jan 29, 2021

BUY
$220.15 - $267.07 $455,270 - $552,300
2,068 Added 62.78%
5,362 $1.21 Million
Q3 2020

Dec 07, 2020

BUY
$185.51 - $281.25 $292,178 - $442,968
1,575 Added 91.62%
3,294 $837,000
Q2 2020

Aug 10, 2020

BUY
$134.06 - $191.65 $64,750 - $92,566
483 Added 39.08%
1,719 $346,000
Q1 2020

May 18, 2020

SELL
$124.3 - $193.36 $235,548 - $366,417
-1,895 Reduced 60.52%
1,236 $206,000
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $2,277 - $2,639
16 Added 0.51%
3,131 $592,000
Q3 2019

Nov 13, 2019

SELL
$139.72 - $159.97 $169,899 - $194,523
-1,216 Reduced 28.08%
3,115 $504,000
Q2 2019

Aug 08, 2019

BUY
$145.1 - $165.96 $112,017 - $128,121
772 Added 21.69%
4,331 $665,000
Q1 2019

May 15, 2019

SELL
$130.4 - $166.95 $5,998 - $7,679
-46 Reduced 1.28%
3,559 $0
Q4 2018

Feb 11, 2019

SELL
$120.67 - $159.86 $92,071 - $121,973
-763 Reduced 17.47%
3,605 $573,000
Q3 2018

Nov 13, 2018

SELL
$137.15 - $160.43 $130,978 - $153,210
-955 Reduced 17.94%
4,368 $585,000
Q2 2018

Aug 13, 2018

SELL
$115.3 - $139.8 $89,242 - $108,205
-774 Reduced 12.69%
5,323 $726,000
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $28,816 - $35,453
277 Added 4.76%
6,097 $709,000
Q4 2017

Feb 08, 2018

BUY
$93.94 - $108.8 $546,730 - $633,216
5,820
5,820 $595,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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