A detailed history of Focus Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 8,272 shares of CRM stock, worth $2.26 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
8,272
Previous 7,468 10.77%
Holding current value
$2.26 Million
Previous $2.25 Million 5.47%
% of portfolio
1.19%
Previous 1.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$218.01 - $304.74 $175,280 - $245,010
804 Added 10.77%
8,272 $2.13 Million
Q1 2024

Apr 11, 2024

BUY
$251.12 - $316.88 $53,739 - $67,812
214 Added 2.95%
7,468 $2.25 Million
Q4 2023

Jan 11, 2024

SELL
$196.25 - $267.25 $11,186 - $15,233
-57 Reduced 0.78%
7,254 $1.91 Million
Q3 2023

Oct 19, 2023

SELL
$202.49 - $234.37 $1,214 - $1,406
-6 Reduced 0.08%
7,311 $1.48 Million
Q2 2023

Jul 14, 2023

BUY
$188.89 - $223.38 $1.38 Million - $1.63 Million
7,317 New
7,317 $1.55 Million
Q1 2021

Apr 14, 2021

SELL
$205.33 - $248.59 $867,519 - $1.05 Million
-4,225 Closed
0 $0
Q4 2020

Feb 26, 2021

BUY
$220.15 - $267.07 $930,133 - $1.13 Million
4,225 New
4,225 $940,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $274B
  • 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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