A detailed history of Hhm Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 33 shares of CRM stock, worth $9,125. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 77 57.14%
Holding current value
$9,125
Previous $23,000 65.22%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$218.01 - $304.74 $9,592 - $13,408
-44 Reduced 57.14%
33 $8,000
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $8,286 - $10,457
33 Added 75.0%
77 $23,000
Q4 2023

Feb 05, 2024

SELL
$196.25 - $267.25 $3,925 - $5,345
-20 Reduced 31.25%
44 $11,000
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $4,344 - $5,137
-23 Reduced 26.44%
64 $13,000
Q1 2023

May 02, 2023

SELL
$134.8 - $199.78 $5,257 - $7,791
-39 Reduced 30.95%
87 $17,000
Q4 2022

Jan 19, 2023

SELL
$128.21 - $165.27 $3,205 - $4,131
-25 Reduced 16.56%
126 $0
Q3 2022

Nov 04, 2022

SELL
$143.84 - $191.27 $81,844 - $108,832
-569 Reduced 79.03%
151 $22,000
Q2 2022

Aug 08, 2022

BUY
$155.6 - $218.85 $14,937 - $21,009
96 Added 15.38%
720 $119,000
Q4 2021

Feb 03, 2022

SELL
$247.21 - $309.96 $49,442 - $61,991
-200 Reduced 24.27%
624 $159,000
Q3 2021

Nov 02, 2021

SELL
$237.55 - $285.63 $2,137 - $2,570
-9 Reduced 1.08%
824 $223,000
Q2 2021

Jul 27, 2021

BUY
$210.54 - $246.26 $4,842 - $5,663
23 Added 2.84%
833 $203,000
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $18,736 - $28,406
-101 Reduced 11.09%
810 $204,000
Q1 2020

May 12, 2020

BUY
$124.3 - $193.36 $113,237 - $176,150
911 New
911 $131,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $277B
  • 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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