A detailed history of Fwl Investment Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Fwl Investment Management, LLC holds 310 shares of CRM stock, worth $105,933. This represents 0.03% of its overall portfolio holdings.

Number of Shares
310
Previous 295 5.08%
Holding current value
$105,933
Previous $75,000 12.0%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $3,576 - $4,147
15 Added 5.08%
310 $84,000
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $13,734 - $19,198
-63 Reduced 17.6%
295 $75,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $27,120 - $34,223
108 Added 43.2%
358 $107,000
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $50,622 - $58,592
250 New
250 $50,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $3.61 Million - $5.07 Million
-23,177 Closed
0 $0
Q1 2022

May 11, 2022

SELL
$190.54 - $255.46 $1.07 Million - $1.43 Million
-5,606 Reduced 19.48%
23,177 $4.92 Million
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $253,637 - $318,018
1,026 Added 3.7%
28,783 $7.32 Million
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $22,092 - $26,563
93 Added 0.34%
27,757 $7.53 Million
Q2 2021

Aug 05, 2021

BUY
$210.54 - $246.26 $232,015 - $271,378
1,102 Added 4.15%
27,664 $6.76 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $1.28 Million - $1.55 Million
6,228 Added 30.63%
26,562 $5.63 Million
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $4.48 Million - $5.43 Million
20,334 New
20,334 $4.53 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 $342B
  • 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
Track This Portfolio

Track Fwl Investment Management, LLC Portfolio

Follow Fwl Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.