A detailed history of Liberty Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 898 shares of CRM stock, worth $289,111. This represents 0.04% of its overall portfolio holdings.

Number of Shares
898
Previous 8,890 89.9%
Holding current value
$289,111
Previous $244,000 0.41%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 01, 2024

SELL
$238.42 - $276.53 $1.91 Million - $2.21 Million
-7,992 Reduced 89.9%
898 $245,000
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $1.76 Million - $2.46 Million
8,066 Added 978.88%
8,890 $244,000
Q1 2024

May 02, 2024

SELL
$251.12 - $316.88 $12,304 - $15,527
-49 Reduced 5.61%
824 $249,000
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $171,326 - $233,309
873 New
873 $229,000
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $99,167 - $117,274
-525 Reduced 34.47%
998 $210,000
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $205,300 - $304,264
1,523 New
1,523 $304,000
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $161,577 - $216,630
-848 Closed
0 $0
Q4 2021

Feb 15, 2022

SELL
$247.21 - $309.96 $123,110 - $154,360
-498 Reduced 37.0%
848 $215,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $93,832 - $112,823
395 Added 41.54%
1,346 $373,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $48.8 Million - $57.1 Million
231,790 Added 45360.08%
232,301 $951,000
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $48.7 Million - $57 Million
-231,350 Reduced 99.59%
951 $232,000
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $1,981 - $2,403
9 Added 1.79%
511 $116,000
Q3 2020

Nov 05, 2020

SELL
$185.51 - $281.25 $371 - $562
-2 Reduced 0.4%
502 $126,000
Q2 2020

Aug 04, 2020

BUY
$134.06 - $191.65 $33,112 - $47,337
247 Added 96.11%
504 $94,000
Q1 2020

Apr 27, 2020

BUY
$124.3 - $193.36 $870 - $1,353
7 Added 2.8%
257 $37,000
Q4 2019

Feb 05, 2020

BUY
$142.33 - $164.98 $19,214 - $22,272
135 Added 117.39%
250 $41,000
Q3 2019

Oct 30, 2019

SELL
$139.72 - $159.97 $30,738 - $35,193
-220 Reduced 65.67%
115 $17,000
Q2 2019

Jul 30, 2019

BUY
$145.1 - $165.96 $32,357 - $37,009
223 Added 199.11%
335 $51,000
Q1 2019

Apr 18, 2019

BUY
$130.4 - $166.95 $912 - $1,168
7 Added 6.67%
112 $17,000
Q4 2018

Mar 26, 2019

BUY
$120.67 - $159.86 $12,670 - $16,785
105 New
105 $14,000

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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.