A detailed history of Leo Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Leo Wealth, LLC holds 8,473 shares of CRM stock, worth $2.8 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,473
Previous 7,690 10.18%
Holding current value
$2.8 Million
Previous $1.97 Billion 17.53%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Oct 21, 2024

BUY
$238.42 - $276.53 $186,682 - $216,522
783 Added 10.18%
8,473 $2.32 Billion
Q2 2024

Jul 17, 2024

BUY
$218.01 - $304.74 $890,788 - $1.25 Million
4,086 Added 113.37%
7,690 $1.97 Billion
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $195,873 - $247,166
780 Added 27.62%
3,604 $1.09 Billion
Q4 2023

Mar 14, 2024

BUY
$196.25 - $267.25 $554,210 - $754,714
2,824 New
2,824 $839 Million

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
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