A detailed history of Forza Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Forza Wealth Management, LLC holds 988 shares of CRM stock, worth $334,388. This represents 0.12% of its overall portfolio holdings.

Number of Shares
988
Previous 989 0.1%
Holding current value
$334,388
Previous $254 Million 6.35%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 28, 2024

SELL
$238.42 - $276.53 $238 - $276
-1 Reduced 0.1%
988 $270 Million
Q2 2024

Jul 17, 2024

BUY
$218.01 - $304.74 $13,952 - $19,503
64 Added 6.92%
989 $254 Million
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $181,531 - $247,206
925 New
925 $243 Million
Q2 2023

Jul 25, 2023

BUY
$188.89 - $223.38 $180,767 - $213,774
957 New
957 $202 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 $338B
  • 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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