A detailed history of Drive Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Drive Wealth Management, LLC holds 5,090 shares of CRM stock, worth $1.34 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,090
Previous 5,360 5.04%
Holding current value
$1.34 Million
Previous $1.44 Million 3.55%
% of portfolio
0.32%
Previous 0.35%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

SELL
$236.26 - $291.15 $63,790 - $78,610
-270 Reduced 5.04%
5,090 $1.39 Million
Q1 2025

May 06, 2025

BUY
$268.36 - $359.95 $757,580 - $1.02 Million
2,823 Added 111.27%
5,360 $1.44 Million
Q4 2024

Jan 21, 2025

BUY
$270.87 - $367.87 $28,170 - $38,258
104 Added 4.27%
2,537 $848,000
Q3 2024

Nov 07, 2024

SELL
$238.42 - $276.53 $36,478 - $42,309
-153 Reduced 5.92%
2,433 $665,000
Q2 2024

Jul 31, 2024

BUY
$218.01 - $304.74 $10,900 - $15,237
50 Added 1.97%
2,586 $664,000
Q1 2024

Apr 22, 2024

SELL
$251.12 - $316.88 $28,878 - $36,441
-115 Reduced 4.34%
2,536 $763,000
Q4 2023

Jan 22, 2024

BUY
$196.25 - $267.25 $3,336 - $4,543
17 Added 0.65%
2,651 $697,000
Q3 2023

Oct 10, 2023

SELL
$202.49 - $234.37 $60,342 - $69,842
-298 Reduced 10.16%
2,634 $534,000
Q2 2023

Jul 14, 2023

SELL
$188.89 - $223.38 $32,677 - $38,644
-173 Reduced 5.57%
2,932 $619,000
Q1 2023

Apr 13, 2023

BUY
$134.8 - $199.78 $132,778 - $196,783
985 Added 46.46%
3,105 $620,000
Q4 2022

Jan 27, 2023

SELL
$128.21 - $165.27 $103,209 - $133,042
-805 Reduced 27.52%
2,120 $0
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $68,180 - $90,661
-474 Reduced 13.95%
2,925 $421,000
Q2 2022

Nov 14, 2022

BUY
$155.6 - $218.85 $39,522 - $55,587
254 Added 8.08%
3,399 $561,000
Q1 2022

Nov 14, 2022

BUY
$190.54 - $255.46 $165,579 - $221,994
869 Added 38.18%
3,145 $668,000
Q4 2021

Nov 14, 2022

BUY
$247.21 - $309.96 $562,649 - $705,468
2,276 New
2,276 $578,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $263B
  • 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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