A detailed history of Confluence Wealth Services, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,512 shares of CRM stock, worth $670,201. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,512
Previous 2,104 19.39%
Holding current value
$670,201
Previous $633,000 1.9%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 31, 2024

BUY
$218.01 - $304.74 $88,948 - $124,333
408 Added 19.39%
2,512 $645,000
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $42,439 - $53,552
169 Added 8.73%
2,104 $633,000
Q4 2023

Jan 25, 2024

SELL
$196.25 - $267.25 $53,576 - $72,959
-273 Reduced 12.36%
1,935 $509,000
Q3 2023

Nov 01, 2023

BUY
$202.49 - $234.37 $69,656 - $80,623
344 Added 18.45%
2,208 $447,000
Q2 2023

Aug 01, 2023

SELL
$188.89 - $223.38 $19,455 - $23,008
-103 Reduced 5.24%
1,864 $393,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $265,151 - $392,967
1,967 New
1,967 $392,000
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $42,432 - $56,424
-295 Reduced 15.96%
1,553 $223,000
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $57,260 - $80,536
368 Added 24.86%
1,848 $345,000
Q1 2022

Apr 26, 2022

BUY
$190.54 - $255.46 $10,860 - $14,561
57 Added 4.01%
1,480 $314,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $351,779 - $441,073
1,423 New
1,423 $361,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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