A detailed history of Mascoma Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 467 shares of CRM stock, worth $158,056. This represents 0.03% of its overall portfolio holdings.

Number of Shares
467
Previous 467 -0.0%
Holding current value
$158,056
Previous $120,000 5.83%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 14, 2022

SELL
$155.6 - $218.85 $4,668 - $6,565
-30 Reduced 6.04%
467 $77,000
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $7,416 - $9,298
30 Added 6.42%
497 $126,000
Q3 2021

Oct 06, 2021

BUY
$237.55 - $285.63 $110,935 - $133,389
467 New
467 $127,000
Q2 2021

Jul 06, 2021

SELL
$210.54 - $246.26 $98,322 - $115,003
-467 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$205.33 - $248.59 $95,889 - $116,091
467 New
467 $98,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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