A detailed history of Dakota Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 9,823 shares of CRM stock, worth $2.62 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,823
Previous 27,076 63.72%
Holding current value
$2.62 Million
Previous $8.15 Million 69.03%
% of portfolio
0.06%
Previous 0.21%

Shares

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

Jul 19, 2024

SELL
$218.01 - $304.74 $3.76 Million - $5.26 Million
-17,253 Reduced 63.72%
9,823 $2.53 Million
Q1 2024

Apr 24, 2024

BUY
$251.12 - $316.88 $1.47 Million - $1.85 Million
5,853 Added 27.58%
27,076 $8.15 Million
Q4 2023

Jan 30, 2024

SELL
$196.25 - $267.25 $3.59 Million - $4.89 Million
-18,292 Reduced 46.29%
21,223 $5.58 Million
Q3 2023

Oct 23, 2023

SELL
$202.49 - $234.37 $944,818 - $1.09 Million
-4,666 Reduced 10.56%
39,515 $8.01 Million
Q2 2023

Jul 31, 2023

BUY
$188.89 - $223.38 $7.3 Million - $8.64 Million
38,673 Added 702.12%
44,181 $9.33 Million
Q1 2023

Apr 14, 2023

SELL
$134.8 - $199.78 $3,100 - $4,594
-23 Reduced 0.42%
5,508 $1.1 Million
Q4 2022

Feb 07, 2023

BUY
$128.21 - $165.27 $129,492 - $166,922
1,010 Added 22.34%
5,531 $733,000
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $3,308 - $4,399
23 Added 0.51%
4,521 $650,000
Q2 2022

Aug 05, 2022

BUY
$155.6 - $218.85 $1,400 - $1,969
9 Added 0.2%
4,498 $742,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $268,089 - $359,432
-1,407 Reduced 23.86%
4,489 $954,000
Q4 2021

Feb 10, 2022

SELL
$247.21 - $309.96 $1.38 Million - $1.73 Million
-5,579 Reduced 48.62%
5,896 $1.5 Million
Q3 2021

Nov 15, 2021

SELL
$237.55 - $285.63 $27,555 - $33,133
-116 Reduced 1.0%
11,475 $3.11 Million
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $878,372 - $1.03 Million
4,172 Added 56.23%
11,591 $2.83 Million
Q1 2021

May 10, 2021

SELL
$205.33 - $248.59 $40,450 - $48,972
-197 Reduced 2.59%
7,419 $1.57 Million
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $1.22 Million - $1.48 Million
5,546 Added 267.92%
7,616 $1.7 Million
Q3 2020

Nov 04, 2020

BUY
$185.51 - $281.25 $4,452 - $6,750
24 Added 1.17%
2,070 $521,000
Q2 2020

Aug 07, 2020

SELL
$134.06 - $191.65 $1,474 - $2,108
-11 Reduced 0.53%
2,046 $383,000
Q1 2020

Apr 29, 2020

BUY
$124.3 - $193.36 $74,455 - $115,822
599 Added 41.08%
2,057 $296,000
Q4 2019

Feb 06, 2020

BUY
$142.33 - $164.98 $207,517 - $240,540
1,458 New
1,458 $237,000
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $4.17 Million - $4.77 Million
-29,842 Closed
0 $0
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $305,290 - $349,179
2,104 Added 7.59%
29,842 $4.53 Million
Q1 2019

Apr 18, 2019

BUY
$130.4 - $166.95 $978,130 - $1.25 Million
7,501 Added 37.07%
27,738 $363,000
Q4 2018

Jan 22, 2019

SELL
$120.67 - $159.86 $89,899 - $119,095
-745 Reduced 3.55%
20,237 $3.22 Million
Q3 2018

Nov 07, 2018

BUY
$137.15 - $160.43 $212,719 - $248,826
1,551 Added 7.98%
20,982 $3.34 Million
Q2 2018

Aug 09, 2018

BUY
$115.3 - $139.8 $82,324 - $99,817
714 Added 3.81%
19,431 $2.65 Million
Q1 2018

Apr 10, 2018

BUY
$104.03 - $127.99 $41,612 - $51,196
400 Added 2.18%
18,717 $2.18 Million
Q4 2017

Jan 16, 2018

SELL
$93.94 - $108.8 $105,964 - $122,726
-1,128 Reduced 5.8%
18,317 $1.87 Million
Q3 2017

Oct 16, 2017

BUY
$87.63 - $97.71 $1.7 Million - $1.9 Million
19,445
19,445 $1.82 Million

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
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management 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 Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.