A detailed history of Eads & Heald Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Eads & Heald Wealth Management holds 2,841 shares of CRM stock, worth $961,536. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,841
Previous 2,634 7.86%
Holding current value
$961,536
Previous $677,000 14.92%
% of portfolio
0.37%
Previous 0.33%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $49,352 - $57,241
207 Added 7.86%
2,841 $778,000
Q2 2024

Jul 23, 2024

BUY
$218.01 - $304.74 $43,602 - $60,948
200 Added 8.22%
2,634 $677,000
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $138,869 - $175,234
553 Added 29.4%
2,434 $733,000
Q4 2023

Jan 30, 2024

SELL
$196.25 - $267.25 $21,587 - $29,397
-110 Reduced 5.52%
1,881 $495,000
Q3 2023

Oct 27, 2023

SELL
$202.49 - $234.37 $20,249 - $23,437
-100 Reduced 4.78%
1,991 $404,000
Q2 2023

Jul 25, 2023

SELL
$188.89 - $223.38 $62,333 - $73,715
-330 Reduced 13.63%
2,091 $442,000
Q1 2023

Apr 21, 2023

SELL
$134.8 - $199.78 $27,634 - $40,954
-205 Reduced 7.81%
2,421 $484,000
Q4 2022

Jan 27, 2023

SELL
$128.21 - $165.27 $209,879 - $270,546
-1,637 Reduced 38.4%
2,626 $348,000
Q3 2022

Oct 27, 2022

BUY
$143.84 - $191.27 $318,893 - $424,045
2,217 Added 108.36%
4,263 $613,000
Q2 2022

Jul 26, 2022

SELL
$155.6 - $218.85 $128,370 - $180,551
-825 Reduced 28.74%
2,046 $337,000
Q1 2022

Apr 27, 2022

SELL
$190.54 - $255.46 $330,967 - $443,734
-1,737 Reduced 37.7%
2,871 $609,000
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $4,944 - $6,199
20 Added 0.44%
4,608 $1.17 Million
Q3 2021

Oct 27, 2021

BUY
$237.55 - $285.63 $27,080 - $32,561
114 Added 2.55%
4,588 $1.24 Million
Q2 2021

Jul 30, 2021

SELL
$210.54 - $246.26 $20,001 - $23,394
-95 Reduced 2.08%
4,474 $1.09 Million
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $24,639 - $29,830
120 Added 2.7%
4,569 $968,000
Q4 2020

Feb 02, 2021

BUY
$220.15 - $267.07 $979,447 - $1.19 Million
4,449 New
4,449 $990,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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