A detailed history of Modern Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,190 shares of CRM stock, worth $317,492. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,190
Previous 1,164 2.23%
Holding current value
$317,492
Previous $322 Million 5.0%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $5,668 - $7,923
26 Added 2.23%
1,190 $306 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $292,303 - $368,848
1,164 New
1,164 $322 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
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