A detailed history of Copperwynd Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Copperwynd Financial, LLC holds 3,641 shares of CRM stock, worth $1.17 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,641
Previous 3,197 13.89%
Holding current value
$1.17 Million
Previous $821,000 21.32%
% of portfolio
0.3%
Previous 0.26%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $105,858 - $122,779
444 Added 13.89%
3,641 $996,000
Q2 2024

Aug 15, 2024

BUY
$218.01 - $304.74 $130,587 - $182,539
599 Added 23.06%
3,197 $821,000
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $28,125 - $35,490
112 Added 4.51%
2,598 $782,000
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $15,896 - $21,647
81 Added 3.37%
2,486 $654,000
Q3 2023

Nov 07, 2023

SELL
$202.49 - $234.37 $94,765 - $109,685
-468 Reduced 16.29%
2,405 $487,000
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $1.86 Million - $2.2 Million
-9,865 Reduced 77.45%
2,873 $606,000
Q1 2023

Apr 28, 2023

BUY
$134.8 - $199.78 $1.39 Million - $2.06 Million
10,322 Added 427.24%
12,738 $2.54 Million
Q4 2022

Feb 02, 2023

SELL
$128.21 - $165.27 $31,667 - $40,821
-247 Reduced 9.28%
2,416 $320,000
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $9,349 - $12,432
-65 Reduced 2.38%
2,663 $383,000
Q2 2022

Aug 05, 2022

SELL
$155.6 - $218.85 $49,947 - $70,250
-321 Reduced 10.53%
2,728 $450,000
Q1 2022

Apr 21, 2022

BUY
$190.54 - $255.46 $45,729 - $61,310
240 Added 8.54%
3,049 $647,000
Q4 2021

Feb 04, 2022

BUY
$247.21 - $309.96 $48,947 - $61,372
198 Added 7.58%
2,809 $714,000
Q3 2021

Nov 03, 2021

BUY
$237.55 - $285.63 $66,751 - $80,262
281 Added 12.06%
2,611 $708,000
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $71,373 - $83,482
339 Added 17.03%
2,330 $569,000
Q1 2021

May 06, 2021

BUY
$205.33 - $248.59 $105,950 - $128,272
516 Added 34.98%
1,991 $422,000
Q4 2020

Feb 10, 2021

SELL
$220.15 - $267.07 $24,436 - $29,644
-111 Reduced 7.0%
1,475 $328,000
Q3 2020

Nov 05, 2020

BUY
$185.51 - $281.25 $77,914 - $118,125
420 Added 36.02%
1,586 $399,000
Q2 2020

Aug 07, 2020

BUY
$134.06 - $191.65 $156,313 - $223,463
1,166 New
1,166 $218,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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