A detailed history of Family Legacy Financial Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 1,099 shares of CRM stock, worth $270,354. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,099
Previous 1,272 13.6%
Holding current value
$270,354
Previous $347 Million 24.95%
% of portfolio
0.2%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

SELL
$231.66 - $273.65 $40,077 - $47,341
-173 Reduced 13.6%
1,099 $260 Million
Q2 2025

Jul 10, 2025

BUY
$236.26 - $291.15 $300,522 - $370,342
1,272 New
1,272 $347 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $246B
  • 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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