A detailed history of Ci Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 490,915 shares of CRM stock, worth $153 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
490,915
Previous 711,140 30.97%
Holding current value
$153 Million
Previous $214 Million 41.07%
% of portfolio
0.22%
Previous 0.34%

Shares

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

Aug 13, 2024

SELL
$218.01 - $304.74 $48 Million - $67.1 Million
-220,225 Reduced 30.97%
490,915 $126 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $2.69 Million - $3.4 Million
10,716 Added 1.53%
711,140 $214 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $5.61 Million - $7.64 Million
28,592 Added 4.26%
700,424 $184 Million
Q3 2023

Nov 03, 2023

BUY
$202.49 - $234.37 $17.8 Million - $20.6 Million
87,847 Added 15.04%
671,832 $136 Million
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $16.3 Million - $19.3 Million
86,335 Added 17.35%
583,985 $123 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $10.3 Million - $15.3 Million
76,680 Added 18.22%
497,650 $99.4 Million
Q4 2022

Feb 15, 2023

BUY
$128.21 - $165.27 $54 Million - $69.6 Million
420,970 New
420,970 $55.8 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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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