A detailed history of Connecticut Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,919 shares of CRM stock, worth $493,893. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,919
Previous 1,944 1.29%
Holding current value
$493,893
Previous $511,000 12.92%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 01, 2024

SELL
$251.12 - $316.88 $6,278 - $7,922
-25 Reduced 1.29%
1,919 $577,000
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $4,121 - $5,612
21 Added 1.09%
1,944 $511,000
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $1,214 - $1,406
6 Added 0.31%
1,923 $389,000
Q2 2023

Jul 25, 2023

BUY
$188.89 - $223.38 $362,102 - $428,219
1,917 New
1,917 $404,000
Q3 2022

Nov 02, 2022

BUY
$143.84 - $191.27 $39,699 - $52,790
276 Added 22.57%
1,499 $216,000
Q2 2022

Jul 12, 2022

BUY
$155.6 - $218.85 $32,053 - $45,083
206 Added 20.26%
1,223 $202,000
Q1 2022

Apr 18, 2022

SELL
$190.54 - $255.46 $76,787 - $102,950
-403 Reduced 28.38%
1,017 $216,000
Q4 2021

Jan 24, 2022

SELL
$247.21 - $309.96 $52,655 - $66,021
-213 Reduced 13.04%
1,420 $361,000
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $60,575 - $72,835
255 Added 18.51%
1,633 $443,000
Q2 2021

Jul 29, 2021

SELL
$210.54 - $246.26 $118,323 - $138,398
-562 Reduced 28.97%
1,378 $337,000
Q1 2021

May 12, 2021

BUY
$205.33 - $248.59 $398,340 - $482,264
1,940 New
1,940 $411,000
Q1 2021

Apr 29, 2021

SELL
$205.33 - $248.59 $359,943 - $435,778
-1,753 Closed
0 $0
Q3 2020

Oct 13, 2020

BUY
$185.51 - $281.25 $325,199 - $493,031
1,753 New
1,753 $441,000

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
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