A detailed history of Cyndeo Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 17,890 shares of CRM stock, worth $4.71 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
17,890
Previous 19,438 7.96%
Holding current value
$4.71 Million
Previous $5.11 Million 5.36%
% of portfolio
0.45%
Previous 0.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $263B
  • 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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.