A detailed history of Center For Financial Planning, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 7,350 shares of CRM stock, worth $2.51 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,350
Previous 7,688 4.4%
Holding current value
$2.51 Million
Previous $1.98 Million 1.77%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $80,585 - $93,467
-338 Reduced 4.4%
7,350 $2.01 Million
Q2 2024

Jul 18, 2024

BUY
$218.01 - $304.74 $2,398 - $3,352
11 Added 0.14%
7,688 $1.98 Million
Q1 2024

Apr 25, 2024

BUY
$251.12 - $316.88 $81,865 - $103,302
326 Added 4.43%
7,677 $2.31 Million
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $5,467 - $6,327
27 Added 0.37%
7,351 $1.49 Million
Q4 2022

Jan 27, 2023

BUY
$128.21 - $165.27 $47,437 - $61,149
370 Added 5.32%
7,324 $0
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $41,808 - $50,270
176 Added 2.6%
6,954 $1.89 Million
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $5,749 - $6,960
28 Added 0.41%
6,778 $1.44 Million
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $371 - $562
-2 Reduced 0.03%
6,750 $1.7 Million
Q2 2020

Aug 06, 2020

BUY
$134.06 - $191.65 $154,169 - $220,397
1,150 Added 20.53%
6,752 $1.27 Million
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $797,332 - $924,217
5,602 New
5,602 $911,000

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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