A detailed history of Element Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Element Wealth, LLC holds 1,112 shares of CRM stock, worth $345,587. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,112
Previous 1,137 2.2%
Holding current value
$345,587
Previous $292,000 4.11%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 23, 2024

SELL
$238.42 - $276.53 $5,960 - $6,913
-25 Reduced 2.2%
1,112 $304,000
Q2 2024

Aug 08, 2024

BUY
$218.01 - $304.74 $1,090 - $1,523
5 Added 0.44%
1,137 $292,000
Q1 2024

May 09, 2024

SELL
$251.12 - $316.88 $6,780 - $8,555
-27 Reduced 2.33%
1,132 $340,000
Q4 2023

Feb 01, 2024

SELL
$196.25 - $267.25 $11,186 - $15,233
-57 Reduced 4.69%
1,159 $304,000
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $8,909 - $10,312
-44 Reduced 3.49%
1,216 $246,000
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $169,848 - $251,722
1,260 New
1,260 $251,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.