A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 6,746 shares of CRM stock, worth $1.73 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
6,746
Previous 6,540 3.15%
Holding current value
$1.73 Million
Previous $1.72 Billion 18.06%
% of portfolio
0.83%
Previous 0.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $51,730 - $65,277
206 Added 3.15%
6,746 $2.03 Billion
Q4 2023

Jan 25, 2024

BUY
$196.25 - $267.25 $1.28 Million - $1.75 Million
6,540 New
6,540 $1.72 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 $257B
  • 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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