A detailed history of Curated Wealth Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Curated Wealth Partners LLC holds 935 shares of CRM stock, worth $249,458. This represents 0.03% of its overall portfolio holdings.

Number of Shares
935
Previous 892 4.82%
Holding current value
$249,458
Previous $268,000 10.45%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 12, 2024

BUY
$218.01 - $304.74 $203,839 - $284,931
935 New
935 $240,000
Q4 2023

Jan 08, 2024

BUY
$196.25 - $267.25 $2,158 - $2,939
11 Added 0.98%
1,134 $298,000
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $53,052 - $61,404
-262 Reduced 18.92%
1,123 $227,000
Q1 2023

Apr 27, 2023

BUY
$134.8 - $199.78 $186,698 - $276,695
1,385 New
1,385 $276,000
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $18,205 - $25,605
117 Added 7.18%
1,746 $287,000
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $237 - $285
1 Added 0.06%
1,629 $442,000
Q2 2021

Aug 11, 2021

SELL
$210.54 - $246.26 $5,263 - $6,156
-25 Reduced 1.51%
1,628 $398,000
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $97,942 - $118,577
-477 Reduced 22.39%
1,653 $350,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $468,919 - $568,859
2,130 New
2,130 $474,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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