A detailed history of Cornerstone Wealth Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 2,391 shares of CRM stock, worth $668,260. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,391
Previous 13,553 82.36%
Holding current value
$668,260
Previous $4.08 Million 84.95%
% of portfolio
0.05%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $2.43 Million - $3.4 Million
-11,162 Reduced 82.36%
2,391 $614,000
Q1 2024

Apr 17, 2024

SELL
$251.12 - $316.88 $873,897 - $1.1 Million
-3,480 Reduced 20.43%
13,553 $4.08 Million
Q4 2023

Jan 29, 2024

SELL
$196.25 - $267.25 $125,600 - $171,040
-640 Reduced 3.62%
17,033 $4.48 Million
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $3.58 Million - $4.14 Million
17,673 New
17,673 $3.58 Million
Q4 2020

Jan 28, 2021

SELL
$220.15 - $267.07 $185,806 - $225,407
-844 Closed
0 $0
Q3 2020

Oct 27, 2020

SELL
$185.51 - $281.25 $1.81 Million - $2.75 Million
-9,776 Reduced 92.05%
844 $212,000
Q2 2020

Jul 27, 2020

BUY
$134.06 - $191.65 $109,929 - $157,153
820 Added 8.37%
10,620 $1.99 Million
Q1 2020

May 06, 2020

BUY
$124.3 - $193.36 $325,168 - $505,829
2,616 Added 36.41%
9,800 $1.41 Million
Q4 2019

Jan 28, 2020

BUY
$142.33 - $164.98 $62,482 - $72,426
439 Added 6.51%
7,184 $1.17 Million
Q3 2019

Nov 05, 2019

BUY
$139.72 - $159.97 $40,099 - $45,911
287 Added 4.44%
6,745 $1 Million
Q2 2019

Aug 08, 2019

SELL
$145.1 - $165.96 $9,721 - $11,119
-67 Reduced 1.03%
6,458 $980,000
Q1 2019

May 02, 2019

BUY
$130.4 - $166.95 $850,860 - $1.09 Million
6,525 New
6,525 $1.03 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 $279B
  • 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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