A detailed history of Mission Wealth Management, LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 19,574 shares of CRM stock, worth $6.64 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,574
Previous 18,217 7.45%
Holding current value
$6.64 Million
Previous $4.68 Million 14.39%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 31, 2024

BUY
$238.42 - $276.53 $323,535 - $375,251
1,357 Added 7.45%
19,574 $5.36 Million
Q2 2024

Aug 02, 2024

SELL
$218.01 - $304.74 $842,608 - $1.18 Million
-3,865 Reduced 17.5%
18,217 $4.68 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $2.72 Million - $3.43 Million
10,820 Added 96.08%
22,082 $6.65 Million
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $75,163 - $102,356
383 Added 3.52%
11,262 $2.96 Million
Q3 2023

Oct 23, 2023

BUY
$202.49 - $234.37 $3,442 - $3,984
17 Added 0.16%
10,879 $2.21 Million
Q2 2023

Aug 04, 2023

BUY
$188.89 - $223.38 $34,189 - $40,431
181 Added 1.69%
10,862 $2.29 Million
Q1 2023

Apr 07, 2023

BUY
$134.8 - $199.78 $3,909 - $5,793
29 Added 0.27%
10,681 $2.13 Million
Q4 2022

Feb 02, 2023

SELL
$128.21 - $165.27 $27,693 - $35,698
-216 Reduced 1.99%
10,652 $1.41 Million
Q3 2022

Oct 12, 2022

BUY
$143.84 - $191.27 $194,615 - $258,788
1,353 Added 14.22%
10,868 $1.56 Million
Q2 2022

Jul 27, 2022

BUY
$155.6 - $218.85 $318,980 - $448,642
2,050 Added 27.46%
9,515 $1.57 Million
Q1 2022

Apr 25, 2022

SELL
$190.54 - $255.46 $93,745 - $125,686
-492 Reduced 6.18%
7,465 $1.59 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $23,732 - $29,756
96 Added 1.22%
7,957 $2.02 Million
Q3 2021

Nov 05, 2021

BUY
$237.55 - $285.63 $64,851 - $77,976
273 Added 3.6%
7,861 $2.13 Million
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $305,493 - $357,323
1,451 Added 23.64%
7,588 $1.85 Million
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $87,470 - $105,899
426 Added 7.46%
6,137 $1.3 Million
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $151,243 - $183,477
687 Added 13.67%
5,711 $1.27 Million
Q3 2020

Oct 16, 2020

BUY
$185.51 - $281.25 $31,351 - $47,531
169 Added 3.48%
5,024 $1.26 Million
Q2 2020

Aug 03, 2020

SELL
$134.06 - $191.65 $22,522 - $32,197
-168 Reduced 3.34%
4,855 $909,000
Q1 2020

Apr 10, 2020

BUY
$124.3 - $193.36 $85,642 - $133,225
689 Added 15.9%
5,023 $723,000
Q4 2019

Jan 21, 2020

BUY
$142.33 - $164.98 $29,319 - $33,985
206 Added 4.99%
4,334 $705,000
Q3 2019

Oct 16, 2019

SELL
$139.72 - $159.97 $9,640 - $11,037
-69 Reduced 1.64%
4,128 $613,000
Q2 2019

Aug 09, 2019

SELL
$145.1 - $165.96 $2,902 - $3,319
-20 Reduced 0.47%
4,197 $637,000
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $70,285 - $89,986
539 Added 14.65%
4,217 $668,000
Q4 2018

Feb 08, 2019

BUY
$120.67 - $159.86 $40,786 - $54,032
338 Added 10.12%
3,678 $504,000
Q3 2018

Nov 01, 2018

BUY
$137.15 - $160.43 $90,381 - $105,723
659 Added 24.58%
3,340 $531,000
Q2 2018

Aug 08, 2018

BUY
$115.3 - $139.8 $309,119 - $374,803
2,681 New
2,681 $366,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $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 Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.