A detailed history of Midland Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 3,005 shares of CRM stock, worth $1.02 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,005
Previous 2,969 1.21%
Holding current value
$1.02 Million
Previous $763 Million 7.75%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $8,583 - $9,955
36 Added 1.21%
3,005 $823 Million
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $5,232 - $7,313
24 Added 0.81%
2,969 $763 Million
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $57,004 - $71,931
-227 Reduced 7.16%
2,945 $887 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $622,505 - $847,717
3,172 New
3,172 $835 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $339B
  • 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 Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors 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 Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.