A detailed history of Mindset Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mindset Wealth Management, LLC holds 1,456 shares of CRM stock, worth $388,955. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,456
Previous 1,261 15.46%
Holding current value
$388,955
Previous $422 Million 7.3%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$268.36 - $359.95 $52,330 - $70,190
195 Added 15.46%
1,456 $391 Million
Q4 2024

Feb 11, 2025

BUY
$270.87 - $367.87 $3,250 - $4,414
12 Added 0.96%
1,261 $422 Million
Q3 2024

Nov 13, 2024

BUY
$238.42 - $276.53 $297,786 - $345,385
1,249 New
1,249 $342 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 $267B
  • 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 Mindset Wealth Management, LLC Portfolio

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

News

Stay updated on Mindset Wealth Management, LLC with notifications on news.