A detailed history of Lumature Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,026 shares of CRM stock, worth $692,324. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,026
Previous 2,272 10.83%
Holding current value
$692,324
Previous $453,000 5.52%
% of portfolio
0.26%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $46,466 - $54,951
-246 Reduced 10.83%
2,026 $428,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $70,770 - $104,884
-525 Reduced 18.77%
2,272 $453,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $27,693 - $35,698
216 Added 8.37%
2,797 $370,000
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $30,637 - $40,740
-213 Reduced 7.62%
2,581 $371,000
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $159,023 - $223,664
-1,022 Reduced 26.78%
2,794 $461,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $36,393 - $48,792
191 Added 5.27%
3,816 $810,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $25,709 - $32,235
104 Added 2.95%
3,625 $921,000
Q3 2021

Oct 29, 2021

BUY
$237.55 - $285.63 $34,919 - $41,987
147 Added 4.36%
3,521 $955,000
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $54,319 - $63,535
258 Added 8.28%
3,374 $824,000
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $261,179 - $316,206
1,272 Added 68.98%
3,116 $660,000
Q4 2020

Feb 08, 2021

BUY
$220.15 - $267.07 $405,956 - $492,477
1,844 New
1,844 $410,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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