A detailed history of Nvest Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Nvest Financial, LLC holds 2,775 shares of CRM stock, worth $920,328. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,775
Previous 1,905 45.67%
Holding current value
$920,328
Previous $489,000 55.21%
% of portfolio
0.45%
Previous 0.31%

Shares

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

Oct 09, 2024

BUY
$238.42 - $276.53 $207,425 - $240,581
870 Added 45.67%
2,775 $759,000
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $415,309 - $580,529
1,905 New
1,905 $489,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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