A detailed history of Destiny Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 11,204 shares of CRM stock, worth $3.61 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
11,204
Previous 12,369 9.42%
Holding current value
$3.61 Million
Previous $3.18 Million 3.58%
% of portfolio
0.58%
Previous 0.61%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $277,759 - $322,157
-1,165 Reduced 9.42%
11,204 $3.07 Million
Q2 2024

Jul 25, 2024

BUY
$218.01 - $304.74 $2.7 Million - $3.77 Million
12,369 New
12,369 $3.18 Million
Q4 2022

Jan 26, 2023

BUY
$128.21 - $165.27 $4,871 - $6,280
38 Added 18.01%
249 $0
Q3 2022

Oct 25, 2022

SELL
$143.84 - $191.27 $8,774 - $11,667
-61 Reduced 22.43%
211 $30,000
Q2 2022

Jul 15, 2022

SELL
$155.6 - $218.85 $33,454 - $47,052
-215 Reduced 44.15%
272 $45,000
Q3 2021

Oct 28, 2021

BUY
$237.55 - $285.63 $115,686 - $139,101
487 New
487 $132,000
Q2 2021

Jul 27, 2021

SELL
$210.54 - $246.26 $113,059 - $132,241
-537 Closed
0 $0
Q1 2021

Apr 22, 2021

BUY
$205.33 - $248.59 $4,311 - $5,220
21 Added 4.07%
537 $114,000
Q4 2020

Feb 05, 2021

BUY
$220.15 - $267.07 $113,597 - $137,808
516 New
516 $115,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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