A detailed history of Cyndeo Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 20,866 shares of CRM stock, worth $7.4 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
20,866
Previous 16,599 25.71%
Holding current value
$7.4 Million
Previous $4.27 Million 33.84%
% of portfolio
0.41%
Previous 0.34%

Shares

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

Oct 18, 2024

BUY
$238.42 - $276.53 $1.02 Million - $1.18 Million
4,267 Added 25.71%
20,866 $5.71 Million
Q2 2024

Jul 30, 2024

SELL
$218.01 - $304.74 $281,450 - $393,419
-1,291 Reduced 7.22%
16,599 $4.27 Million
Q1 2024

Apr 16, 2024

SELL
$251.12 - $316.88 $388,733 - $490,530
-1,548 Reduced 7.96%
17,890 $5.39 Million
Q4 2023

Jan 12, 2024

SELL
$196.25 - $267.25 $878,022 - $1.2 Million
-4,474 Reduced 18.71%
19,438 $5.11 Million
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $457,222 - $529,207
2,258 Added 10.43%
23,912 $4.85 Million
Q2 2023

Jul 27, 2023

BUY
$188.89 - $223.38 $2.21 Million - $2.61 Million
11,703 Added 117.61%
21,654 $4.57 Million
Q1 2023

Apr 21, 2023

BUY
$134.8 - $199.78 $788,984 - $1.17 Million
5,853 Added 142.83%
9,951 $1.99 Million
Q4 2022

Jan 25, 2023

BUY
$128.21 - $165.27 $525,404 - $677,276
4,098 New
4,098 $0

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $355B
  • 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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