A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 9 shares of CRM stock, worth $2,175. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Holding current value
$2,175
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$251.12 - $316.88 $2,260 - $2,851
9 New
9 $2.71 Million
Q4 2023

Apr 04, 2024

SELL
$196.25 - $267.25 $1,766 - $2,405
-9 Closed
0 $0
Q2 2023

Apr 04, 2024

SELL
$188.89 - $223.38 $377 - $446
-2 Reduced 18.18%
9 $1.9 Million
Q1 2023

Apr 04, 2024

BUY
$134.8 - $199.78 $1,482 - $2,197
11 New
11 $2.2 Million
Q4 2022

Apr 04, 2024

SELL
$128.21 - $165.27 $1,666 - $2,148
-13 Closed
0 $0
Q2 2022

Apr 04, 2024

BUY
$155.6 - $218.85 $2,022 - $2,845
13 New
13 $2.15 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 $242B
  • 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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