A detailed history of Kolinsky Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 1,360 shares of CRM stock, worth $465,147. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,360
Previous 1,301 4.53%
Holding current value
$465,147
Previous $334,000 11.38%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $14,066 - $16,315
59 Added 4.53%
1,360 $372,000
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $40,549 - $56,681
-186 Reduced 12.51%
1,301 $334,000
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $50,224 - $63,376
200 Added 15.54%
1,487 $447,000
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $2,551 - $3,474
-13 Reduced 1.0%
1,287 $338,000
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $5,467 - $6,327
-27 Reduced 2.03%
1,300 $263,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $250,657 - $296,425
1,327 New
1,327 $280,000
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $206,325 - $290,195
-1,326 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $6,097 - $8,174
32 Added 2.47%
1,326 $282,000
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $319,889 - $401,088
1,294 New
1,294 $329,000

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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