A detailed history of Moran Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Moran Wealth Management, LLC holds 23,552 shares of CRM stock, worth $7.66 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
23,552
Previous 79,267 70.29%
Holding current value
$7.66 Million
Previous $20.4 Million 68.37%
% of portfolio
0.2%
Previous 0.69%

Shares

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

Nov 08, 2024

SELL
$238.42 - $276.53 $13.3 Million - $15.4 Million
-55,715 Reduced 70.29%
23,552 $6.45 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $2.78 Million - $3.88 Million
12,731 Added 19.13%
79,267 $20.4 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $47,712 - $60,207
-190 Reduced 0.28%
66,536 $20 Million
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $732,208 - $997,109
-3,731 Reduced 5.3%
66,726 $17.6 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $14.3 Million - $16.5 Million
70,457 New
70,457 $14.3 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 $325B
  • 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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