A detailed history of Cmh Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cmh Wealth Management LLC holds 32,601 shares of CRM stock, worth $9.37 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
32,601
Previous 31,864 2.31%
Holding current value
$9.37 Million
Previous $9.6 Million 12.66%
% of portfolio
2.07%
Previous 2.45%

Shares

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

Jul 11, 2024

BUY
$218.01 - $304.74 $160,673 - $224,593
737 Added 2.31%
32,601 $8.38 Million
Q1 2024

Apr 12, 2024

SELL
$251.12 - $316.88 $4.06 Million - $5.13 Million
-16,183 Reduced 33.68%
31,864 $9.6 Million
Q4 2023

Jan 19, 2024

BUY
$196.25 - $267.25 $58,090 - $79,106
296 Added 0.62%
48,047 $12.6 Million
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $262,427 - $303,743
1,296 Added 2.79%
47,751 $9.68 Million
Q2 2023

Jul 17, 2023

BUY
$188.89 - $223.38 $105,022 - $124,199
556 Added 1.21%
46,455 $9.81 Million
Q1 2023

Apr 10, 2023

BUY
$134.8 - $199.78 $1.05 Million - $1.56 Million
7,808 Added 20.5%
45,899 $9.17 Million
Q4 2022

Jan 12, 2023

SELL
$128.21 - $165.27 $417,836 - $538,614
-3,259 Reduced 7.88%
38,091 $0
Q3 2022

Oct 24, 2022

BUY
$143.84 - $191.27 $315,297 - $419,263
2,192 Added 5.6%
41,350 $5.95 Million
Q2 2022

Jul 15, 2022

BUY
$155.6 - $218.85 $2.49 Million - $3.5 Million
16,003 Added 69.11%
39,158 $6.46 Million
Q1 2022

Apr 13, 2022

BUY
$190.54 - $255.46 $422,808 - $566,865
2,219 Added 10.6%
23,155 $4.92 Million
Q4 2021

Jan 18, 2022

BUY
$247.21 - $309.96 $155,989 - $195,584
631 Added 3.11%
20,936 $5.32 Million
Q3 2021

Oct 18, 2021

BUY
$237.55 - $285.63 $136,591 - $164,237
575 Added 2.91%
20,305 $5.51 Million
Q2 2021

Jul 19, 2021

BUY
$210.54 - $246.26 $414,132 - $484,393
1,967 Added 11.07%
19,730 $4.82 Million
Q1 2021

Apr 19, 2021

BUY
$205.33 - $248.59 $254,609 - $308,251
1,240 Added 7.5%
17,763 $3.76 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $330,885 - $401,406
1,503 Added 10.01%
16,523 $3.68 Million
Q3 2020

Oct 20, 2020

SELL
$185.51 - $281.25 $20,591 - $31,218
-111 Reduced 0.73%
15,020 $3.78 Million
Q2 2020

Jul 23, 2020

SELL
$134.06 - $191.65 $214,496 - $306,640
-1,600 Reduced 9.56%
15,131 $2.83 Million
Q1 2020

Apr 16, 2020

BUY
$124.3 - $193.36 $94,965 - $147,727
764 Added 4.78%
16,731 $2.41 Million
Q4 2019

Jan 21, 2020

SELL
$142.33 - $164.98 $14,233 - $16,498
-100 Reduced 0.62%
15,967 $2.6 Million
Q3 2019

Oct 11, 2019

BUY
$139.72 - $159.97 $36,327 - $41,592
260 Added 1.64%
16,067 $2.39 Million
Q2 2019

Jul 15, 2019

SELL
$145.1 - $165.96 $63,118 - $72,192
-435 Reduced 2.68%
15,807 $2.4 Million
Q1 2019

Apr 15, 2019

SELL
$130.4 - $166.95 $114,752 - $146,916
-880 Reduced 5.14%
16,242 $2.57 Million
Q4 2018

Jan 16, 2019

BUY
$120.67 - $159.86 $89,899 - $119,095
745 Added 4.55%
17,122 $2.35 Million
Q3 2018

Oct 29, 2018

BUY
$137.15 - $160.43 $113,834 - $133,156
830 Added 5.34%
16,377 $2.62 Million
Q2 2018

Jul 20, 2018

SELL
$115.3 - $139.8 $166,608 - $202,011
-1,445 Reduced 8.5%
15,547 $2.18 Million
Q1 2018

Apr 11, 2018

SELL
$104.03 - $127.99 $56,696 - $69,754
-545 Reduced 3.11%
16,992 $1.96 Million
Q4 2017

Jan 12, 2018

BUY
$93.94 - $108.8 $25,363 - $29,376
270 Added 1.56%
17,537 $1.83 Million
Q3 2017

Oct 19, 2017

BUY
$87.63 - $97.71 $1.51 Million - $1.69 Million
17,267
17,267 $1.62 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 $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
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