A detailed history of Delap Wealth Advisory, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,301 shares of CRM stock, worth $447,088. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,301
Holding current value
$447,088
% of portfolio
0.23%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $310,184 - $359,765
1,301 New
1,301 $356 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $392,500 - $495,283
1,563 Added 145.53%
2,637 $794 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $210,772 - $287,026
1,074 New
1,074 $283 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $157,176 - $232,943
1,166 New
1,166 $233 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 $344B
  • 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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