A detailed history of Epg Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Epg Wealth Management LLC holds 7,696 shares of CRM stock, worth $2.5 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,696
Previous 0 Infinity%
Holding current value
$2.5 Million
Previous $0 Infinity%
% of portfolio
0.53%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$238.42 - $276.53 $1.83 Million - $2.13 Million
7,696 New
7,696 $2.11 Billion
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $1.8 Million - $2.52 Million
-8,264 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $9,793 - $12,358
39 Added 0.47%
8,264 $2.49 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $250,611 - $341,278
1,277 Added 18.38%
8,225 $2.16 Million
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $5,467 - $6,327
-27 Reduced 0.39%
6,948 $1.41 Million
Q2 2023

Aug 15, 2023

BUY
$188.89 - $223.38 $74,044 - $87,564
392 Added 5.95%
6,975 $1.47 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $8,492 - $12,586
-63 Reduced 0.95%
6,583 $1.32 Million
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $23,462 - $30,244
183 Added 2.83%
6,646 $881,000
Q3 2022

Nov 15, 2022

SELL
$143.84 - $191.27 $27,185 - $36,150
-189 Reduced 2.84%
6,463 $930,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $86,513 - $121,680
-556 Reduced 7.71%
6,652 $1.1 Million
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $27,247 - $36,530
143 Added 2.02%
7,208 $1.53 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $229,905 - $288,262
930 Added 15.16%
7,065 $1.8 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $36,582 - $43,987
154 Added 2.57%
6,135 $1.66 Million
Q2 2021

Aug 09, 2021

SELL
$210.54 - $246.26 $13,053 - $15,268
-62 Reduced 1.03%
5,981 $1.46 Million
Q1 2021

May 10, 2021

SELL
$205.33 - $248.59 $57,081 - $69,108
-278 Reduced 4.4%
6,043 $1.28 Million
Q4 2020

Jan 29, 2021

BUY
$220.15 - $267.07 $275,847 - $334,638
1,253 Added 24.72%
6,321 $1.41 Million
Q3 2020

Nov 02, 2020

SELL
$185.51 - $281.25 $59,734 - $90,562
-322 Reduced 5.97%
5,068 $1.27 Million
Q2 2020

Aug 06, 2020

BUY
$134.06 - $191.65 $121,056 - $173,059
903 Added 20.12%
5,390 $1.01 Million
Q1 2020

May 05, 2020

SELL
$124.3 - $193.36 $27,967 - $43,506
-225 Reduced 4.78%
4,487 $646,000
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $670,658 - $777,385
4,712 New
4,712 $766,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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