A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 1,573 shares of CRM stock, worth $452,268. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,573
Previous 1,624 3.14%
Holding current value
$452,268
Previous $324,000 24.69%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Aug 09, 2024

SELL
$218.01 - $304.74 $11,118 - $15,541
-51 Reduced 3.14%
1,573 $404,000
Q1 2023

May 10, 2023

SELL
$134.8 - $199.78 $10,110 - $14,983
-75 Reduced 4.41%
1,624 $324,000
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $7,307 - $9,420
-57 Reduced 3.25%
1,699 $0
Q3 2022

Oct 12, 2022

BUY
$143.84 - $191.27 $9,061 - $12,050
63 Added 3.72%
1,756 $253,000
Q2 2022

Jul 18, 2022

SELL
$155.6 - $218.85 $1,556 - $2,188
-10 Reduced 0.59%
1,693 $279,000
Q1 2022

Apr 13, 2022

BUY
$190.54 - $255.46 $38,298 - $51,347
201 Added 13.38%
1,703 $362,000
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $15,574 - $19,527
63 Added 4.38%
1,502 $382,000
Q3 2021

Nov 09, 2021

SELL
$237.55 - $285.63 $2,137 - $2,570
-9 Reduced 0.62%
1,439 $390,000
Q2 2021

Aug 16, 2021

SELL
$210.54 - $246.26 $52,213 - $61,072
-248 Reduced 14.62%
1,448 $354,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $373,374 - $452,950
1,696 New
1,696 $377,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $288B
  • 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
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.