A detailed history of Colonial River Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 1,156 shares of CRM stock, worth $297,519. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,156
Previous 1,732 33.26%
Holding current value
$297,519
Previous $455,000 23.52%
% of portfolio
0.2%
Previous 0.27%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$251.12 - $316.88 $144,645 - $182,522
-576 Reduced 33.26%
1,156 $348,000
Q4 2023

Jan 23, 2024

BUY
$196.25 - $267.25 $3,336 - $4,543
17 Added 0.99%
1,732 $455,000
Q3 2023

Nov 03, 2023

SELL
$202.49 - $234.37 $17,009 - $19,687
-84 Reduced 4.67%
1,715 $347,000
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $15,111 - $17,870
-80 Reduced 4.26%
1,799 $380,000
Q1 2023

May 04, 2023

SELL
$134.8 - $199.78 $5,931 - $8,790
-44 Reduced 2.29%
1,879 $375,000
Q4 2022

Feb 10, 2023

SELL
$128.21 - $165.27 $28,847 - $37,185
-225 Reduced 10.47%
1,923 $255,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $7,767 - $10,328
-54 Reduced 2.45%
2,148 $309,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $145,797 - $205,062
-937 Reduced 29.85%
2,202 $363,000
Q1 2022

Apr 15, 2022

SELL
$190.54 - $255.46 $106,702 - $143,057
-560 Reduced 15.14%
3,139 $666,000
Q4 2021

Feb 15, 2022

SELL
$247.21 - $309.96 $1.01 Million - $1.26 Million
-4,077 Reduced 52.43%
3,699 $940,000
Q3 2021

Oct 25, 2021

BUY
$237.55 - $285.63 $971,579 - $1.17 Million
4,090 Added 110.96%
7,776 $2.27 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $13,685 - $16,006
65 Added 1.8%
3,686 $900,000
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $75,150 - $90,983
-366 Reduced 9.18%
3,621 $767,000
Q4 2020

Feb 19, 2021

BUY
$220.15 - $267.07 $877,738 - $1.06 Million
3,987 New
3,987 $943,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $257B
  • 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 Colonial River Wealth Management, LLC Portfolio

Follow Colonial River Wealth Management, 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 Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.