Holistic Financial Partners Salesforce, Inc. Transaction History

Holistic Financial Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$251.12 - $316.88 $25,112 - $31,688	-100 Reduced 12.21%	719 $216,000
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $160,728 - $218,877	819 New	819 $215,000
Q4 2020 Feb 10, 2021	SELL	$220.15 - $267.07 $206,720 - $250,778	-939 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $174,193 - $264,093	939 New	939 $237,000
Q2 2018 Aug 14, 2018	SELL	$115.3 - $139.8 $67,335 - $81,643	-584 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$93.94 - $108.8 $54,860 - $63,539	584	584 $60,000

2,933

739M

15.3M

14.8M

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...

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

Stay updated on Holistic Financial Partners with notifications on news.