A detailed history of Kingsview Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 115,708 shares of CRM stock, worth $36 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
115,708
Previous 93,204 24.14%
Holding current value
$36 Million
Previous $28.1 Million 5.97%
% of portfolio
0.75%
Previous 0.75%

Shares

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

Aug 14, 2024

BUY
$218.01 - $304.74 $4.91 Million - $6.86 Million
22,504 Added 24.14%
115,708 $29.7 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $2.13 Million - $2.68 Million
8,472 Added 10.0%
93,204 $28.1 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $2.61 Million - $3.56 Million
13,322 Added 18.66%
84,732 $22.3 Million
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $1.71 Million - $1.97 Million
8,426 Added 13.38%
71,410 $14.5 Million
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $410,080 - $484,957
2,171 Added 3.57%
62,984 $13.3 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $1.16 Million - $1.71 Million
-8,578 Reduced 12.36%
60,813 $12.1 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $5.64 Million - $7.28 Million
44,027 Added 173.58%
69,391 $9.2 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $3.91 Million - $5.2 Million
-27,209 Reduced 51.75%
25,364 $3.65 Million
Q2 2022

Aug 16, 2022

BUY
$155.6 - $218.85 $5.17 Million - $7.28 Million
33,243 Added 171.98%
52,573 $8.68 Million
Q1 2022

Feb 08, 2024

SELL
$190.54 - $255.46 $5.71 Million - $7.65 Million
-29,957 Reduced 35.36%
54,775 $11.6 Million
Q4 2021

Feb 17, 2022

BUY
$247.21 - $309.96 $246,221 - $308,720
996 Added 5.43%
19,330 $4.91 Million
Q3 2021

Dec 03, 2021

BUY
$237.55 - $285.63 $277,695 - $333,901
1,169 Added 6.81%
18,334 $4.97 Million
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $852,897 - $997,599
4,051 Added 30.89%
17,165 $4.21 Million
Q1 2021

May 24, 2021

BUY
$205.33 - $248.59 $368,978 - $446,716
1,797 Added 15.88%
13,114 $2.87 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $553,457 - $671,413
2,514 Added 28.56%
11,317 $2.52 Million
Q3 2020

Nov 19, 2020

SELL
$185.51 - $281.25 $111,120 - $168,468
-599 Reduced 6.37%
8,803 $2.21 Million
Q2 2020

Aug 14, 2020

BUY
$134.06 - $191.65 $152,560 - $218,097
1,138 Added 13.77%
9,402 $1.76 Million
Q1 2020

May 11, 2020

BUY
$124.3 - $193.36 $57,550 - $89,525
463 Added 5.94%
8,264 $1.19 Million
Q4 2019

Jan 31, 2020

BUY
$142.33 - $164.98 $1.11 Million - $1.29 Million
7,801 New
7,801 $1.27 Million
Q4 2019

Jan 30, 2020

SELL
$142.33 - $164.98 $819,109 - $949,459
-5,755 Closed
0 $0
Q3 2019

Jan 29, 2020

BUY
$139.72 - $159.97 $68,742 - $78,705
492 Added 9.35%
5,755 $854,000
Q2 2019

Jan 29, 2020

SELL
$145.1 - $165.96 $238,109 - $272,340
-1,641 Reduced 23.77%
5,263 $799,000
Q1 2019

Jan 29, 2020

BUY
$130.4 - $166.95 $343,473 - $439,746
2,634 Added 61.69%
6,904 $1.09 Million
Q4 2018

Jan 29, 2020

SELL
$120.67 - $159.86 $260,285 - $344,818
-2,157 Reduced 33.56%
4,270 $585,000
Q3 2018

Jan 29, 2020

BUY
$137.15 - $160.43 $503,477 - $588,938
3,671 Added 133.2%
6,427 $1.02 Million
Q2 2018

Jan 29, 2020

BUY
$115.3 - $139.8 $317,766 - $385,288
2,756 New
2,756 $376,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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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