A detailed history of Creative One Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,935 shares of CRM stock, worth $3.42 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,935
Previous 7,271 36.64%
Holding current value
$3.42 Million
Previous $1.87 Million 45.48%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $635,150 - $736,675
2,664 Added 36.64%
9,935 $2.72 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $54,284 - $75,880
-249 Reduced 3.31%
7,271 $1.87 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $1.22 Million - $1.53 Million
4,840 Added 180.6%
7,520 $2.27 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $32,577 - $44,363
166 Added 6.6%
2,680 $705,000
Q3 2023

Oct 17, 2023

SELL
$202.49 - $234.37 $840,131 - $972,401
-4,149 Reduced 62.27%
2,514 $510,000
Q2 2023

Aug 16, 2023

BUY
$188.89 - $223.38 $40,800 - $48,250
216 Added 3.35%
6,663 $1.41 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $308,268 - $364,556
-1,632 Reduced 20.2%
6,447 $1.2 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $193,303 - $286,484
1,434 Added 21.58%
8,079 $1.61 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $42,052 - $54,208
-328 Reduced 4.7%
6,645 $881,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $86,447 - $114,953
601 Added 9.43%
6,973 $1 Million
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $321,158 - $451,706
-2,064 Reduced 24.47%
6,372 $1.05 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $500,739 - $671,348
2,628 Added 45.25%
8,436 $1.79 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $272,178 - $341,265
1,101 Added 23.39%
5,808 $1.48 Million
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $104,284 - $125,391
439 Added 10.29%
4,707 $1.28 Million
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $746,995 - $873,730
-3,548 Reduced 45.39%
4,268 $1.04 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $78,641 - $95,209
383 Added 5.15%
7,816 $1.66 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $1.22 Million - $1.49 Million
5,564 Added 297.7%
7,433 $1.65 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $346,718 - $525,656
1,869 New
1,869 $469,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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