A detailed history of Doyle Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Doyle Wealth Management holds 83,393 shares of CRM stock, worth $27.2 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
83,393
Previous 80,692 3.35%
Holding current value
$27.2 Million
Previous $13.3 Million 9.93%
% of portfolio
1.03%
Previous 1.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022

BUY
$143.84 - $191.27 $388,511 - $516,620
2,701 Added 3.35%
83,393 $12 Million
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $946,670 - $1.33 Million
-6,084 Reduced 7.01%
80,692 $13.3 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $664,984 - $891,555
3,490 Added 4.19%
86,776 $18.4 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $138,932 - $174,197
562 Added 0.68%
83,286 $21.2 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $320,692 - $385,600
1,350 Added 1.66%
82,724 $22.4 Million
Q2 2021

Aug 03, 2021

BUY
$210.54 - $246.26 $445,081 - $520,593
2,114 Added 2.67%
81,374 $19.9 Million
Q1 2021

May 07, 2021

BUY
$205.33 - $248.59 $415,177 - $502,648
2,022 Added 2.62%
79,260 $16.8 Million
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $272,545 - $330,632
1,238 Added 1.63%
77,238 $17.2 Million
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $7.55 Million - $11.4 Million
40,678 Added 115.16%
76,000 $19.1 Million
Q2 2020

Aug 06, 2020

BUY
$134.06 - $191.65 $4.74 Million - $6.77 Million
35,322 New
35,322 $6.62 Million
Q3 2019

Nov 05, 2019

SELL
$139.72 - $159.97 $94,590 - $108,299
-677 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$145.1 - $165.96 $98,232 - $112,354
677 New
677 $103,000
Q1 2019

May 13, 2019

SELL
$130.4 - $166.95 $39,120 - $50,085
-300 Closed
0 $0
Q4 2018

Feb 08, 2019

BUY
$120.67 - $159.86 $36,201 - $47,958
300 New
300 $41,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • 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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