A detailed history of Lake Point Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Lake Point Wealth Management holds 20 shares of CRM stock, worth $6,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 20 -0.0%
Holding current value
$6,600
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 21, 2021

BUY
$237.55 - $285.63 $1,187 - $1,428
5 Added 33.33%
20 $5,000
Q1 2020

May 18, 2020

SELL
$124.3 - $193.36 $7,582 - $11,794
-61 Reduced 80.26%
15 $2,000
Q4 2019

Feb 13, 2020

BUY
$142.33 - $164.98 $8,682 - $10,063
61 Added 406.67%
76 $12,000
Q1 2019

Aug 07, 2019

SELL
$130.4 - $166.95 $14,735 - $18,865
-113 Reduced 88.28%
15 $2,000
Q4 2018

Feb 21, 2019

BUY
$120.67 - $159.86 $15,445 - $20,462
128 New
128 $18,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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 Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.