Curi Wealth Management, LLC Salesforce, Inc. Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$188.89 - $223.38 $3,777 - $4,467	-20 Reduced 1.55%	1,269 $268,000
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $173,757 - $257,516	1,289 New	1,289 $257,000
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $16,338 - $22,979	105 Added 8.94%	1,279 $211,000
Q1 2022 May 06, 2022	BUY	$190.54 - $255.46 $174,534 - $234,001	916 Added 355.04%	1,174 $249,000
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $63,780 - $79,969	258 New	258 $65,000
Q1 2021 Apr 29, 2021	SELL	$205.33 - $248.59 $33,468 - $40,520	-163 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$220.15 - $267.07 $35,884 - $43,532	163 New	163 $36,000

2,949

726M

15.5M

15.6M

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...

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