A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 7,209 shares of CRM stock, worth $2.46 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
7,209
Previous 6,739 6.97%
Holding current value
$2.46 Million
Previous $1.73 Million 13.91%
% of portfolio
0.43%
Previous 0.4%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $112,057 - $129,969
470 Added 6.97%
7,209 $1.97 Million
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $121,431 - $169,740
557 Added 9.01%
6,739 $1.73 Million
Q1 2024

May 10, 2024

SELL
$251.12 - $316.88 $20,591 - $25,984
-82 Reduced 1.31%
6,182 $1.86 Million
Q4 2023

Feb 05, 2024

SELL
$196.25 - $267.25 $77,126 - $105,029
-393 Reduced 5.9%
6,264 $1.65 Million
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $54,672 - $63,279
270 Added 4.23%
6,657 $1.35 Million
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $639,203 - $755,917
-3,384 Reduced 34.63%
6,387 $1.35 Million
Q1 2023

May 08, 2023

SELL
$134.8 - $199.78 $84,654 - $125,461
-628 Reduced 6.04%
9,771 $1.95 Million
Q4 2022

Feb 07, 2023

BUY
$128.21 - $165.27 $21,795 - $28,095
170 Added 1.66%
10,399 $1.38 Million
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $5,322 - $7,076
37 Added 0.36%
10,229 $1.47 Million
Q3 2022

Oct 19, 2022

BUY
$143.84 - $191.27 $55,809 - $74,212
388 Added 3.96%
10,192 $1.47 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $247,870 - $348,628
1,593 Added 19.4%
9,804 $1.62 Million
Q1 2022

May 17, 2022

BUY
$190.54 - $255.46 $214,929 - $288,158
1,128 Added 15.93%
8,211 $1.74 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $120,885 - $151,570
489 Added 7.42%
7,083 $1.8 Million
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $132,790 - $159,667
559 Added 9.26%
6,594 $1.79 Million
Q2 2021

Aug 11, 2021

BUY
$210.54 - $246.26 $53,266 - $62,303
253 Added 4.38%
6,035 $1.47 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $401,420 - $485,993
1,955 Added 51.08%
5,782 $1.23 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $90,701 - $110,032
412 Added 12.06%
3,827 $852,000
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $53,797 - $81,562
-290 Reduced 7.83%
3,415 $858,000
Q2 2020

Aug 12, 2020

BUY
$134.06 - $191.65 $63,142 - $90,267
471 Added 14.56%
3,705 $694,000
Q1 2020

May 14, 2020

BUY
$124.3 - $193.36 $12,305 - $19,142
99 Added 3.16%
3,234 $466,000
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $13,379 - $15,508
94 Added 3.09%
3,135 $510,000
Q3 2019

Nov 14, 2019

SELL
$139.72 - $159.97 $12,435 - $14,237
-89 Reduced 2.84%
3,041 $451,000
Q2 2019

Aug 20, 2019

BUY
$145.1 - $165.96 $12,913 - $14,770
89 Added 2.93%
3,130 $475,000
Q1 2019

May 10, 2019

SELL
$130.4 - $166.95 $29,731 - $38,064
-228 Reduced 6.97%
3,041 $482,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $394,470 - $522,582
3,269 New
3,269 $448,000

Others Institutions Holding CRM

About Salesforce, Inc.


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