A detailed history of Core Wealth Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 8,444 shares of CRM stock, worth $2.89 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
8,444
Previous 8,115 4.05%
Holding current value
$2.89 Million
Previous $2.09 Million 10.79%
% of portfolio
0.75%
Previous 0.72%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $78,440 - $90,978
329 Added 4.05%
8,444 $2.31 Million
Q2 2024

Aug 15, 2024

SELL
$218.01 - $304.74 $220,408 - $308,092
-1,011 Reduced 11.08%
8,115 $2.09 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $150,169 - $189,494
-598 Reduced 6.15%
9,126 $2.75 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $1.91 Million - $2.6 Million
9,724 New
9,724 $2.56 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $4,763 - $6,386
-25 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $6,180 - $7,748
25 New
25 $6,000

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
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