A detailed history of Northwest Financial Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Northwest Financial Advisors holds 2,225 shares of CRM stock, worth $593,630. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,225
Previous 2,392 6.98%
Holding current value
$593,630
Previous $720 Million 20.56%
% of portfolio
0.4%
Previous 0.53%

Shares

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

Aug 12, 2024

SELL
$218.01 - $304.74 $36,407 - $50,891
-167 Reduced 6.98%
2,225 $572 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $57,757 - $72,882
230 Added 10.64%
2,392 $720 Million
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $424,292 - $577,794
2,162 New
2,162 $569 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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