A detailed history of Northern Oak Wealth Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 3,025 shares of CRM stock, worth $1.03 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,025
Previous 3,299 8.31%
Holding current value
$1.03 Million
Previous $848,000 2.48%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 30, 2024

SELL
$238.42 - $276.53 $65,327 - $75,769
-274 Reduced 8.31%
3,025 $827,000
Q2 2024

Jul 26, 2024

BUY
$218.01 - $304.74 $290,607 - $406,218
1,333 Added 67.8%
3,299 $848,000
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $25,363 - $32,004
101 Added 5.42%
1,966 $592,000
Q4 2023

Jan 11, 2024

SELL
$196.25 - $267.25 $433,712 - $590,622
-2,210 Reduced 54.23%
1,865 $490,000
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $89,095 - $103,122
440 Added 12.1%
4,075 $826,000
Q2 2023

Jul 31, 2023

BUY
$188.89 - $223.38 $181,901 - $215,114
963 Added 36.04%
3,635 $767,000
Q1 2023

May 09, 2023

SELL
$134.8 - $199.78 $345,357 - $511,836
-2,562 Reduced 48.95%
2,672 $533,000
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $208,469 - $268,729
-1,626 Reduced 23.7%
5,234 $694,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $353,127 - $469,567
-2,455 Reduced 26.36%
6,860 $987,000
Q2 2022

Aug 16, 2022

SELL
$155.6 - $218.85 $642,939 - $904,288
-4,132 Reduced 30.73%
9,315 $1.54 Million
Q1 2022

May 24, 2022

SELL
$190.54 - $255.46 $48,968 - $65,653
-257 Reduced 1.88%
13,447 $2.86 Million
Q4 2021

Feb 16, 2022

SELL
$247.21 - $309.96 $127,560 - $159,939
-516 Reduced 3.63%
13,704 $3.48 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $4,988 - $5,998
21 Added 0.15%
14,220 $3.86 Million
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $477,083 - $558,025
2,266 Added 18.99%
14,199 $3.47 Million
Q1 2021

May 14, 2021

BUY
$205.33 - $248.59 $2.36 Million - $2.86 Million
11,516 Added 2761.63%
11,933 $2.53 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $11,007 - $13,353
50 Added 13.62%
417 $93,000
Q3 2020

Nov 16, 2020

SELL
$185.51 - $281.25 $52,499 - $79,593
-283 Reduced 43.54%
367 $92,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $37,290 - $58,008
-300 Reduced 31.58%
650 $94,000
Q2 2019

Jul 30, 2019

SELL
$145.1 - $165.96 $72,550 - $82,980
-500 Reduced 34.48%
950 $0
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $174,971 - $231,797
1,450 New
1,450 $198,000

Others Institutions Holding CRM

About Salesforce, Inc.


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