A detailed history of Naviter Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 9,528 shares of CRM stock, worth $3.26 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,528
Previous 8,026 18.71%
Holding current value
$3.26 Million
Previous $2.06 Million 26.37%
% of portfolio
0.37%
Previous 0.31%

Shares

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

Oct 16, 2024

BUY
$238.42 - $276.53 $358,106 - $415,348
1,502 Added 18.71%
9,528 $2.61 Million
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $207,327 - $289,807
951 Added 13.44%
8,026 $2.06 Million
Q1 2024

Apr 18, 2024

BUY
$251.12 - $316.88 $287,030 - $362,193
1,143 Added 19.27%
7,075 $2.13 Million
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $144,832 - $197,230
738 Added 14.21%
5,932 $1.56 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $28,146 - $32,577
139 Added 2.75%
5,194 $1.05 Million
Q2 2023

Jul 20, 2023

BUY
$188.89 - $223.38 $68,944 - $81,533
365 Added 7.78%
5,055 $1.07 Million
Q1 2023

Apr 12, 2023

SELL
$134.8 - $199.78 $107,705 - $159,624
-799 Reduced 14.56%
4,690 $936,000
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $23,847 - $30,740
-186 Reduced 3.28%
5,489 $727,000
Q3 2022

Oct 27, 2022

SELL
$143.84 - $191.27 $116,510 - $154,928
-810 Reduced 12.49%
5,675 $816,000
Q2 2022

Jul 18, 2022

BUY
$155.6 - $218.85 $1.01 Million - $1.42 Million
6,485 New
6,485 $1.07 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 $342B
  • 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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