A detailed history of Modera Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Modera Wealth Management, LLC holds 12,993 shares of CRM stock, worth $3.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,993
Previous 11,238 15.62%
Holding current value
$3.39 Million
Previous $2.96 Million 32.33%
% of portfolio
0.06%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $440,715 - $556,124
1,755 Added 15.62%
12,993 $3.91 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $449,216 - $611,735
2,289 Added 25.58%
11,238 $2.96 Million
Q3 2023

Nov 01, 2023

BUY
$202.49 - $234.37 $469,574 - $543,504
2,319 Added 34.98%
8,949 $1.81 Million
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $940,672 - $1.11 Million
4,980 Added 301.82%
6,630 $1.4 Million
Q1 2023

May 05, 2023

SELL
$134.8 - $199.78 $14,154 - $20,976
-105 Reduced 5.98%
1,650 $329,000
Q4 2022

Feb 07, 2023

BUY
$128.21 - $165.27 $2,820 - $3,635
22 Added 1.27%
1,755 $232,000
Q3 2022

Nov 01, 2022

BUY
$143.84 - $191.27 $2,876 - $3,825
20 Added 1.17%
1,733 $249,000
Q2 2022

Jul 27, 2022

SELL
$155.6 - $218.85 $12,759 - $17,945
-82 Reduced 4.57%
1,713 $283,000
Q1 2022

May 03, 2022

SELL
$190.54 - $255.46 $581,909 - $780,174
-3,054 Reduced 62.98%
1,795 $381,000
Q4 2021

Feb 04, 2022

BUY
$247.21 - $309.96 $679,333 - $851,770
2,748 Added 130.79%
4,849 $1.23 Million
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $499,092 - $600,108
2,101 New
2,101 $570,000
Q1 2021

Apr 29, 2021

SELL
$205.33 - $248.59 $201,223 - $243,618
-980 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $215,747 - $261,728
980 New
980 $218,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $261B
  • 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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