A detailed history of Geo Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 15,460 shares of CRM stock, worth $5.32 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
15,460
Previous 15,570 0.71%
Holding current value
$5.32 Million
Previous $4 Million 5.7%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $26,226 - $30,418
-110 Reduced 0.71%
15,460 $4.23 Million
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $508,617 - $710,958
2,333 Added 17.62%
15,570 $4 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $3.32 Million - $4.19 Million
-13,237 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $1.23 Million - $1.56 Million
4,913 Added 59.02%
13,237 $3.99 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $1.56 Million - $2.13 Million
7,956 Added 2161.96%
8,324 $2.19 Million
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $44,547 - $51,561
-220 Reduced 37.41%
368 $74,000
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $111,067 - $131,347
588 New
588 $124,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $84,179 - $118,397
-541 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $103,082 - $138,203
541 New
541 $115,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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