A detailed history of Catalyst Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 2,523 shares of CRM stock, worth $862,159. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,523
Previous 2,523 -0.0%
Holding current value
$862,159
Previous $648,000 6.48%
% of portfolio
0.42%
Previous 0.45%

Shares

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

Jul 24, 2024

BUY
$218.01 - $304.74 $115,981 - $162,121
532 Added 26.72%
2,523 $648,000
Q1 2024

Apr 11, 2024

SELL
$251.12 - $316.88 $39,425 - $49,750
-157 Reduced 7.31%
1,991 $599,000
Q4 2023

Jan 08, 2024

BUY
$196.25 - $267.25 $2,158 - $2,939
11 Added 0.51%
2,148 $565,000
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $5,264 - $6,093
26 Added 1.23%
2,137 $433,000
Q2 2023

Jul 18, 2023

SELL
$188.89 - $223.38 $127,122 - $150,334
-673 Reduced 24.17%
2,111 $445,000
Q1 2023

Apr 20, 2023

SELL
$134.8 - $199.78 $20,085 - $29,767
-149 Reduced 5.08%
2,784 $556,000
Q4 2022

Jan 23, 2023

BUY
$128.21 - $165.27 $114,363 - $147,420
892 Added 43.7%
2,933 $0
Q3 2022

Oct 12, 2022

SELL
$143.84 - $191.27 $1,294 - $1,721
-9 Reduced 0.44%
2,041 $294,000
Q2 2022

Jul 22, 2022

BUY
$155.6 - $218.85 $19,294 - $27,137
124 Added 6.44%
2,050 $338,000
Q1 2022

Apr 18, 2022

SELL
$190.54 - $255.46 $9,908 - $13,283
-52 Reduced 2.63%
1,926 $408,000
Q4 2021

Jan 18, 2022

BUY
$247.21 - $309.96 $247 - $309
1 Added 0.05%
1,978 $503,000
Q3 2021

Oct 20, 2021

BUY
$237.55 - $285.63 $475 - $571
2 Added 0.1%
1,977 $536,000
Q2 2021

Jul 19, 2021

SELL
$210.54 - $246.26 $71,583 - $83,728
-340 Reduced 14.69%
1,975 $482,000
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $10,266 - $12,429
50 Added 2.21%
2,315 $490,000
Q3 2020

Nov 19, 2020

BUY
$185.51 - $281.25 $420,180 - $637,031
2,265 New
2,265 $569,000

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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