A detailed history of Life Plan Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Life Plan Financial, LLC holds 8,463 shares of CRM stock, worth $2.84 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
8,463
Previous 6,641 27.44%
Holding current value
$2.84 Million
Previous $1.71 Billion 35.67%
% of portfolio
1.99%
Previous 1.57%

Shares

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

Oct 03, 2024

BUY
$238.42 - $276.53 $434,401 - $503,837
1,822 Added 27.44%
8,463 $2.32 Billion
Q2 2024

Jul 30, 2024

SELL
$218.01 - $304.74 $52,104 - $72,832
-239 Reduced 3.47%
6,641 $1.71 Billion
Q1 2024

Apr 30, 2024

SELL
$251.12 - $316.88 $18,331 - $23,132
-73 Reduced 1.05%
6,880 $2.07 Billion
Q4 2023

Jan 30, 2024

BUY
$196.25 - $267.25 $1.36 Million - $1.86 Million
6,953 New
6,953 $1.83 Billion

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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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