A detailed history of Old North State Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 1,062 shares of CRM stock, worth $362,906. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,055 0.66%
Holding current value
$362,906
Previous $271 Million 7.33%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 29, 2024

BUY
$238.42 - $276.53 $1,668 - $1,935
7 Added 0.66%
1,062 $291 Million
Q2 2024

Oct 29, 2024

BUY
$218.01 - $304.74 $60,170 - $84,108
276 Added 35.43%
1,055 $271 Million
Q1 2024

Oct 29, 2024

SELL
$251.12 - $316.88 $2.22 Million - $2.81 Million
-8,859 Reduced 91.92%
779 $235 Million
Q4 2023

Oct 28, 2024

BUY
$196.25 - $267.25 $51,025 - $69,485
260 Added 2.77%
9,638 $2.54 Billion
Q3 2023

Oct 28, 2024

BUY
$202.49 - $234.37 $15,186 - $17,577
75 Added 0.81%
9,378 $1.9 Billion
Q2 2023

Oct 28, 2024

BUY
$188.89 - $223.38 $22,289 - $26,358
118 Added 1.28%
9,303 $1.97 Billion
Q1 2023

Oct 28, 2024

SELL
$134.8 - $199.78 $80,206 - $118,869
-595 Reduced 6.08%
9,185 $1.83 Billion
Q4 2022

Oct 25, 2024

SELL
$128.21 - $165.27 $266,676 - $343,761
-2,080 Reduced 17.54%
9,780 $1.3 Billion
Q3 2022

Oct 25, 2024

BUY
$143.84 - $191.27 $198,211 - $263,570
1,378 Added 13.15%
11,860 $1.71 Billion
Q2 2022

Oct 25, 2024

BUY
$155.6 - $218.85 $1.63 Million - $2.29 Million
10,482 New
10,482 $1.73 Billion

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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