A detailed history of Journey Strategic Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 3,624 shares of CRM stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,624
Previous 2,031 78.43%
Holding current value
$1.24 Million
Previous $522,000 89.85%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $379,803 - $440,512
1,593 Added 78.43%
3,624 $991,000
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $289,081 - $404,085
1,326 Added 188.09%
2,031 $522,000
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $177,039 - $223,400
705 New
705 $212,000
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $1,214 - $1,406
-6 Reduced 0.51%
1,174 $238,000
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $172,078 - $203,499
-911 Reduced 43.57%
1,180 $249,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $69,826 - $103,486
518 Added 32.93%
2,091 $417,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $201,674 - $259,969
1,573 New
1,573 $208,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $226,864 - $319,083
-1,458 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $43,633 - $58,500
229 Added 18.63%
1,458 $310,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $303,821 - $380,940
1,229 New
1,229 $312,000

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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