A detailed history of Kwb Wealth transactions in Salesforce, Inc. stock. As of the latest transaction made, Kwb Wealth holds 3,591 shares of CRM stock, worth $958,078. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,591
Previous 3,656 1.78%
Holding current value
$958,078
Previous $1.1 Million 16.17%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jul 23, 2024

SELL
$218.01 - $304.74 $14,170 - $19,808
-65 Reduced 1.78%
3,591 $923,000
Q1 2024

Apr 19, 2024

SELL
$251.12 - $316.88 $22,349 - $28,202
-89 Reduced 2.38%
3,656 $1.1 Million
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $734,956 - $1 Million
3,745 New
3,745 $985,000
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $193,801 - $229,187
1,026 New
1,026 $216,000
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $7,002 - $9,848
-45 Reduced 2.89%
1,514 $250,000
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $82,132 - $99,436
400 Added 34.51%
1,559 $330,000
Q4 2020

Feb 10, 2021

BUY
$220.15 - $267.07 $255,153 - $309,534
1,159 New
1,159 $258,000

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
Track This Portfolio

Track Kwb Wealth Portfolio

Follow Kwb Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.