A detailed history of One Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, One Wealth Advisors, LLC holds 1,730 shares of CRM stock, worth $591,192. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,730
Previous 1,724 0.35%
Holding current value
$591,192
Previous $443,000 6.77%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 16, 2024

BUY
$238.42 - $276.53 $1,430 - $1,659
6 Added 0.35%
1,730 $473,000
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $8,938 - $12,494
-41 Reduced 2.32%
1,724 $443,000
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $443,226 - $559,293
1,765 New
1,765 $531,000
Q2 2019

Aug 14, 2019

SELL
$145.1 - $165.96 $725 - $829
-5 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $652 - $834
5 New
5 $1,000
Q4 2018

Feb 15, 2019

SELL
$120.67 - $159.86 $603 - $799
-5 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$115.3 - $139.8 $576 - $699
5 New
5 $1,000

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
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.