A detailed history of Oak Harbor Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 9,327 shares of CRM stock, worth $3.2 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
9,327
Previous 8,903 4.76%
Holding current value
$3.2 Million
Previous $2.29 Million 11.54%
% of portfolio
0.73%
Previous 0.72%

Shares

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

Nov 06, 2024

BUY
$238.42 - $276.53 $101,090 - $117,248
424 Added 4.76%
9,327 $2.55 Million
Q2 2024

Jul 18, 2024

BUY
$218.01 - $304.74 $1,090 - $1,523
5 Added 0.06%
8,903 $2.29 Million
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $13,560 - $17,111
54 Added 0.61%
8,898 $2.68 Million
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $65,155 - $88,727
-332 Reduced 3.62%
8,844 $2.33 Million
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $24,096 - $27,890
119 Added 1.31%
9,176 $1.86 Million
Q2 2023

Jul 27, 2023

SELL
$188.89 - $223.38 $14,922 - $17,647
-79 Reduced 0.86%
9,057 $1.91 Million
Q1 2023

Apr 24, 2023

BUY
$134.8 - $199.78 $137,226 - $203,376
1,018 Added 12.54%
9,136 $1.83 Million
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $120,773 - $155,684
-942 Reduced 10.4%
8,118 $0
Q3 2022

Nov 03, 2022

BUY
$143.84 - $191.27 $62,858 - $83,584
437 Added 5.07%
9,060 $1.3 Million
Q2 2022

Jul 25, 2022

BUY
$155.6 - $218.85 $45,435 - $63,904
292 Added 3.5%
8,623 $1.42 Million
Q1 2022

May 11, 2022

BUY
$190.54 - $255.46 $115,467 - $154,808
606 Added 7.84%
8,331 $1.77 Million
Q4 2021

Feb 17, 2022

BUY
$247.21 - $309.96 $1.91 Million - $2.39 Million
7,725 New
7,725 $1.96 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 $343B
  • 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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