A detailed history of Consolidated Planning Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Consolidated Planning Corp holds 754 shares of CRM stock, worth $257,883. This represents 0.03% of its overall portfolio holdings.

Number of Shares
754
Holding current value
$257,883
% of portfolio
0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$238.42 - $276.53 $179,768 - $208,503
754 New
754 $206,000
Q1 2024

May 02, 2024

SELL
$251.12 - $316.88 $268,196 - $338,427
-1,068 Reduced 2.69%
38,597 $11.6 Million
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $5.81 Million - $7.91 Million
29,604 Added 294.25%
39,665 $10.4 Million
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $2.04 Million - $2.36 Million
10,061 New
10,061 $2.04 Million
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $1.57 Million - $2.21 Million
10,117 New
10,117 $1.67 Million
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $109,761 - $137,622
-444 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$237.55 - $285.63 $105,472 - $126,819
444 New
444 $120,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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 Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp 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 Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.