A detailed history of Janiczek Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,106 shares of CRM stock, worth $295,080. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,106
Previous 1,286 14.0%
Holding current value
$295,080
Previous $387,000 26.61%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Jul 25, 2024

SELL
$218.01 - $304.74 $39,241 - $54,853
-180 Reduced 14.0%
1,106 $284,000
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $22,349 - $28,202
89 Added 7.44%
1,286 $387,000
Q4 2023

Jan 26, 2024

SELL
$196.25 - $267.25 $12,560 - $17,104
-64 Reduced 5.08%
1,197 $314,000
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $3,644 - $4,218
18 Added 1.45%
1,261 $255,000
Q2 2023

Jul 11, 2023

BUY
$188.89 - $223.38 $3,777 - $4,467
20 Added 1.64%
1,243 $262,000
Q1 2023

Apr 21, 2023

BUY
$134.8 - $199.78 $14,423 - $21,376
107 Added 9.59%
1,223 $244,000
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $76,669 - $98,831
598 Added 115.44%
1,116 $0
Q3 2022

Oct 17, 2022

SELL
$143.84 - $191.27 $87,742 - $116,674
-610 Reduced 54.08%
518 $75,000
Q2 2022

Aug 03, 2022

BUY
$155.6 - $218.85 $54,148 - $76,159
348 Added 44.62%
1,128 $208,000
Q1 2022

May 05, 2022

SELL
$190.54 - $255.46 $33,916 - $45,471
-178 Reduced 18.58%
780 $166,000
Q4 2021

Feb 02, 2022

SELL
$247.21 - $309.96 $494 - $619
-2 Reduced 0.21%
958 $243,000
Q3 2021

Oct 19, 2021

BUY
$237.55 - $285.63 $45,609 - $54,840
192 Added 25.0%
960 $260,000
Q2 2021

Jul 28, 2021

BUY
$210.54 - $246.26 $25,054 - $29,304
119 Added 18.34%
768 $188,000
Q1 2021

Apr 28, 2021

BUY
$205.33 - $248.59 $45,172 - $54,689
220 Added 51.28%
649 $138,000
Q4 2020

Jan 26, 2021

BUY
$220.15 - $267.07 $9,686 - $11,751
44 Added 11.43%
429 $95,000
Q3 2020

Oct 19, 2020

BUY
$185.51 - $281.25 $17,066 - $25,875
92 Added 31.4%
385 $97,000
Q2 2020

Jul 17, 2020

BUY
$134.06 - $191.65 $12,467 - $17,823
93 Added 46.5%
293 $55,000
Q1 2019

May 02, 2019

BUY
$130.4 - $166.95 $26,080 - $33,390
200 New
200 $32,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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