A detailed history of Focused Wealth Management, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Focused Wealth Management, Inc holds 14,000 shares of CRM stock, worth $4.62 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
14,000
Previous 1,883 643.49%
Holding current value
$4.62 Million
Previous $484,000 691.53%
% of portfolio
0.51%
Previous 0.07%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $19,788 - $22,951
83 Added 4.41%
1,966 $538,000
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $197,517 - $276,094
906 Added 92.73%
1,883 $484,000
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $30,134 - $38,025
120 Added 14.0%
977 $294,000
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $18,889 - $22,338
-100 Reduced 10.45%
857 $181,000
Q1 2023

Apr 13, 2023

BUY
$134.8 - $199.78 $35,452 - $52,542
263 Added 37.9%
957 $191,000
Q4 2022

Jan 13, 2023

SELL
$128.21 - $165.27 $20,000 - $25,782
-156 Reduced 18.35%
694 $0
Q2 2022

Aug 04, 2022

SELL
$155.6 - $218.85 $19,450 - $27,356
-125 Reduced 12.82%
850 $140,000
Q1 2022

Apr 29, 2022

BUY
$190.54 - $255.46 $29,533 - $39,596
155 Added 18.9%
975 $207,000
Q4 2021

Jan 31, 2022

SELL
$247.21 - $309.96 $9,888 - $12,398
-40 Reduced 4.65%
820 $208,000
Q3 2021

Oct 12, 2021

BUY
$237.55 - $285.63 $14,490 - $17,423
61 Added 7.63%
860 $233,000
Q2 2021

Jul 15, 2021

SELL
$210.54 - $246.26 $10,527 - $12,313
-50 Reduced 5.89%
799 $195,000
Q1 2021

May 03, 2021

BUY
$205.33 - $248.59 $28,540 - $34,554
139 Added 19.58%
849 $180,000
Q4 2020

Feb 03, 2021

BUY
$220.15 - $267.07 $4,403 - $5,341
20 Added 2.9%
710 $158,000
Q3 2020

Oct 19, 2020

SELL
$185.51 - $281.25 $1,855 - $2,812
-10 Reduced 1.43%
690 $173,000
Q1 2020

May 06, 2020

BUY
$124.3 - $193.36 $12,430 - $19,336
100 Added 16.67%
700 $101,000
Q1 2019

May 03, 2019

BUY
$130.4 - $166.95 $70,416 - $90,153
540 Added 900.0%
600 $95,000
Q4 2018

Jan 30, 2019

BUY
$120.67 - $159.86 $7,240 - $9,591
60 New
60 $8,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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