A detailed history of Gibbs Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Gibbs Wealth Management holds 2,261 shares of CRM stock, worth $542,368. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,261
Previous 2,646 14.55%
Holding current value
$542,368
Previous $722 Million 25.73%
% of portfolio
0.12%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

SELL
$231.66 - $273.65 $89,189 - $105,355
-385 Reduced 14.55%
2,261 $536 Million
Q2 2025

Aug 13, 2025

BUY
$236.26 - $291.15 $625,143 - $770,382
2,646 New
2,646 $722 Million
Q1 2025

Nov 04, 2025

BUY
$268.36 - $359.95 $173,092 - $232,167
645 Added 43.52%
2,127 $571 Million
Q4 2024

Nov 04, 2025

BUY
$270.87 - $367.87 $117,286 - $159,287
433 Added 41.28%
1,482 $496 Million
Q3 2024

Nov 04, 2025

SELL
$238.42 - $276.53 $1.89 Million - $2.19 Million
-7,918 Reduced 88.3%
1,049 $287 Million
Q2 2024

Nov 04, 2025

BUY
$218.01 - $304.74 $644,001 - $900,201
2,954 Added 49.13%
8,967 $2.31 Billion
Q1 2024

Nov 04, 2025

BUY
$251.12 - $316.88 $942,202 - $1.19 Million
3,752 Added 165.94%
6,013 $1.81 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $240B
  • 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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