A detailed history of Hb Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 24,044 shares of CRM stock, worth $8.22 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,044
Previous 18,639 29.0%
Holding current value
$8.22 Million
Previous $4.79 Million 37.33%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $1.29 Million - $1.49 Million
5,405 Added 29.0%
24,044 $6.58 Million
Q2 2024

Jul 26, 2024

SELL
$218.01 - $304.74 $7,630 - $10,665
-35 Reduced 0.19%
18,639 $4.79 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $1.23 Million - $1.56 Million
4,911 Added 35.68%
18,674 $5.62 Million
Q4 2023

Jan 16, 2024

SELL
$196.25 - $267.25 $251,003 - $341,812
-1,279 Reduced 8.5%
13,763 $3.62 Million
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $580,133 - $671,470
2,865 Added 23.53%
15,042 $3.05 Million
Q2 2023

Jul 13, 2023

BUY
$188.89 - $223.38 $219,867 - $260,014
1,164 Added 10.57%
12,177 $2.57 Million
Q1 2023

Apr 13, 2023

BUY
$134.8 - $199.78 $318,128 - $471,480
2,360 Added 27.27%
11,013 $2.2 Million
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $376,809 - $485,728
2,939 Added 51.44%
8,653 $0
Q3 2022

Oct 19, 2022

SELL
$143.84 - $191.27 $581,976 - $773,878
-4,046 Reduced 41.45%
5,714 $822,000
Q2 2022

Jul 15, 2022

BUY
$155.6 - $218.85 $442,993 - $623,065
2,847 Added 41.18%
9,760 $1.61 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $479,017 - $642,226
2,514 Added 57.15%
6,913 $1.47 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $1.09 Million - $1.36 Million
4,399 New
4,399 $1.12 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
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