A detailed history of My Personal Cfo, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, My Personal Cfo, LLC holds 833 shares of CRM stock, worth $278,122. This represents 0.15% of its overall portfolio holdings.

Number of Shares
833
Previous 832 0.12%
Holding current value
$278,122
Previous $227,000 22.47%
% of portfolio
0.15%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$270.87 - $367.87 $270 - $367
1 Added 0.12%
833 $278,000
Q3 2024

Oct 21, 2024

SELL
$238.42 - $276.53 $25,510 - $29,588
-107 Reduced 11.4%
832 $227,000
Q2 2024

Jul 25, 2024

BUY
$218.01 - $304.74 $19,620 - $27,426
90 Added 10.6%
939 $241,000
Q1 2024

Apr 24, 2024

BUY
$251.12 - $316.88 $8,789 - $11,090
35 Added 4.3%
849 $255,000
Q4 2023

Jan 22, 2024

SELL
$196.25 - $267.25 $50,240 - $68,416
-256 Reduced 23.93%
814 $214,000
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $216,664 - $250,775
1,070 New
1,070 $216,000
Q4 2022

Jan 11, 2023

BUY
$128.21 - $165.27 $5,384 - $6,941
42 New
42 $0

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $334B
  • 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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