A detailed history of Minot Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Minot Wealth Management LLC holds 2,117 shares of CRM stock, worth $743,003. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,117
Previous 2,979 28.94%
Holding current value
$743,003
Previous $633,000 44.87%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Jul 12, 2022

SELL
$155.6 - $218.85 $134,127 - $188,648
-862 Reduced 28.94%
2,117 $349,000
Q1 2022

Apr 14, 2022

SELL
$190.54 - $255.46 $2.15 Million - $2.89 Million
-11,308 Reduced 79.15%
2,979 $633,000
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $17,799 - $22,317
72 Added 0.51%
14,287 $3.63 Million
Q3 2021

Oct 25, 2021

BUY
$237.55 - $285.63 $165,809 - $199,369
698 Added 5.16%
14,215 $3.86 Million
Q2 2021

Jul 19, 2021

SELL
$210.54 - $246.26 $380,235 - $444,745
-1,806 Reduced 11.79%
13,517 $3.3 Million
Q1 2021

Apr 29, 2021

SELL
$205.33 - $248.59 $585,601 - $708,978
-2,852 Reduced 15.69%
15,323 $3.25 Million
Q4 2020

Jan 28, 2021

BUY
$220.15 - $267.07 $714,166 - $866,375
3,244 Added 21.73%
18,175 $4.04 Million
Q3 2020

Oct 13, 2020

BUY
$185.51 - $281.25 $373,988 - $567,000
2,016 Added 15.61%
14,931 $3.75 Million
Q2 2020

Jul 14, 2020

BUY
$134.06 - $191.65 $1.73 Million - $2.48 Million
12,915 New
12,915 $2.42 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 $351B
  • 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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