A detailed history of Legacy Capital Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 2,536 shares of CRM stock, worth $817,226. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,536
Previous 1,272 99.37%
Holding current value
$817,226
Previous $327,000 112.23%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 04, 2024

BUY
$238.42 - $276.53 $301,362 - $349,533
1,264 Added 99.37%
2,536 $694,000
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $277,308 - $387,629
1,272 New
1,272 $327,000
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $178,391 - $242,930
909 New
909 $239,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • 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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