A detailed history of First Purpose Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, First Purpose Wealth LLC holds 3,746 shares of CRM stock, worth $905,632. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,746
Previous 3,778 0.85%
Holding current value
$905,632
Previous $994,000 13.48%
% of portfolio
0.41%
Previous 0.39%

Shares

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

Apr 22, 2024

SELL
$251.12 - $316.88 $8,035 - $10,140
-32 Reduced 0.85%
3,746 $1.13 Million
Q4 2023

Apr 22, 2024

BUY
$196.25 - $267.25 $12,756 - $17,371
65 Added 1.75%
3,778 $994,000
Q3 2023

Oct 30, 2023

BUY
$202.49 - $234.37 $6,884 - $7,968
34 Added 0.92%
3,713 $752,000
Q2 2023

Jul 21, 2023

SELL
$188.89 - $223.38 $144,689 - $171,109
-766 Reduced 17.23%
3,679 $777,000
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $106,222 - $157,426
788 Added 21.55%
4,445 $888,000
Q4 2022

Jan 26, 2023

BUY
$128.21 - $165.27 $52,566 - $67,760
410 Added 12.63%
3,657 $0
Q3 2022

Oct 24, 2022

BUY
$143.84 - $191.27 $72,351 - $96,208
503 Added 18.33%
3,247 $467,000
Q2 2022

Jul 25, 2022

BUY
$155.6 - $218.85 $35,165 - $49,460
226 Added 8.98%
2,744 $453,000
Q1 2022

Apr 18, 2022

BUY
$190.54 - $255.46 $41,347 - $55,434
217 Added 9.43%
2,518 $535,000
Q4 2021

Feb 24, 2022

BUY
$247.21 - $309.96 $568,830 - $713,217
2,301 New
2,301 $585,000

Others Institutions Holding CRM

About Salesforce, Inc.


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