A detailed history of Kore Private Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kore Private Wealth LLC holds 1,777 shares of CRM stock, worth $463,708. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,777
Previous 1,455 22.13%
Holding current value
$463,708
Previous $240,000 6.67%
% of portfolio
0.05%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $46,316 - $61,588
322 Added 22.13%
1,777 $256,000
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $2,956 - $4,158
19 Added 1.32%
1,455 $240,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $119,659 - $160,428
628 Added 77.72%
1,436 $305,000
Q4 2021

May 13, 2022

SELL
$247.21 - $309.96 $574,268 - $720,037
-2,323 Reduced 74.19%
808 $205,000
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $9,888 - $12,398
-40 Reduced 1.26%
3,131 $796,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $175,787 - $211,366
740 Added 30.44%
3,171 $860,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $42,108 - $49,252
200 Added 8.96%
2,431 $594,000
Q1 2021

May 18, 2021

BUY
$205.33 - $248.59 $30,183 - $36,542
147 Added 7.05%
2,231 $473,000
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $222,351 - $269,740
1,010 Added 94.04%
2,084 $464,000
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $20,035 - $30,375
108 Added 11.18%
1,074 $270,000
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $47,725 - $68,227
-356 Reduced 26.93%
966 $180,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $41,267 - $64,195
-332 Reduced 20.07%
1,322 $190,000
Q4 2019

Feb 14, 2020

BUY
$142.33 - $164.98 $235,413 - $272,876
1,654 New
1,654 $269,000
Q2 2019

Aug 14, 2019

SELL
$145.1 - $165.96 $121,884 - $139,406
-840 Closed
0 $0
Q1 2019

May 16, 2019

SELL
$130.4 - $166.95 $325,087 - $416,206
-2,493 Reduced 74.8%
840 $133,000
Q4 2018

May 23, 2019

BUY
$120.67 - $159.86 $402,193 - $532,813
3,333 New
3,333 $457,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $261B
  • 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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