A detailed history of Destination Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Destination Wealth Management holds 956 shares of CRM stock, worth $326,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares
956
Previous 793 20.55%
Holding current value
$326,684
Previous $238,000 2.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 24, 2024

BUY
$218.01 - $304.74 $35,535 - $49,672
163 Added 20.55%
956 $245,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $199,138 - $251,285
793 New
793 $238,000
Q3 2019

Nov 13, 2019

SELL
$139.72 - $159.97 $165,568 - $189,564
-1,185 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
$145.1 - $165.96 $80,240 - $91,775
553 Added 87.5%
1,185 $180,000
Q1 2019

May 01, 2019

SELL
$130.4 - $166.95 $4,824 - $6,177
-37 Reduced 5.53%
632 $100,000
Q4 2018

Feb 05, 2019

BUY
$120.67 - $159.86 $12,067 - $15,986
100 Added 17.57%
669 $92,000
Q3 2018

Nov 07, 2018

BUY
$137.15 - $160.43 $20,572 - $24,064
150 Added 35.8%
569 $90,000
Q2 2018

Jul 31, 2018

SELL
$115.3 - $139.8 $32,284 - $39,144
-280 Reduced 40.06%
419 $57,000
Q1 2018

Apr 05, 2018

BUY
$104.03 - $127.99 $72,716 - $89,465
699 New
699 $81,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • 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...
More about CRM
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