A detailed history of Convergence Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Convergence Financial, LLC holds 5,745 shares of CRM stock, worth $1.96 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,745
Previous 3,875 48.26%
Holding current value
$1.96 Million
Previous $996 Million 57.84%
% of portfolio
0.33%
Previous 0.26%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $445,845 - $517,111
1,870 Added 48.26%
5,745 $1.57 Billion
Q2 2024

Oct 23, 2024

BUY
$218.01 - $304.74 $844,788 - $1.18 Million
3,875 New
3,875 $996 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 $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 Convergence Financial, LLC Portfolio

Follow Convergence Financial, 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 Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.