A detailed history of Milestone Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Milestone Wealth, LLC holds 588 shares of CRM stock, worth $201,107. This represents 0.1% of its overall portfolio holdings.

Number of Shares
588
Previous 588 -0.0%
Holding current value
$201,107
Previous $97,000 -0.0%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Aug 12, 2022

SELL
$155.6 - $218.85 $7,002 - $9,848
-45 Reduced 7.11%
588 $97,000
Q4 2021

Feb 16, 2022

BUY
$247.21 - $309.96 $156,483 - $196,204
633 New
633 $161,000

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
Track This Portfolio

Track Milestone Wealth, LLC Portfolio

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

News

Stay updated on Milestone Wealth, LLC with notifications on news.