Lwm Advisory Services, LLC Salesforce, Inc. Transaction History

Lwm Advisory Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $169,560 - $230,904	864 New	864 $227,000
Q3 2022 Nov 16, 2022	BUY	$143.84 - $191.27 $69,906 - $92,957	486 Added 14.12%	3,927 $569,000
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $1,400 - $1,969	9 Added 0.26%	3,441 $568,000
Q1 2022 May 09, 2022	BUY	$190.54 - $255.46 $69,166 - $92,731	363 Added 11.83%	3,432 $729,000
Q4 2021 Feb 18, 2022	BUY	$247.21 - $309.96 $758,687 - $951,267	3,069 New	3,069 $780,000

2,921

750M

15.6M

16M

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...

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Lwm Advisory Services, LLC with notifications on news.