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 1,590 shares of CRM stock, worth $546,403. This represents 0.76% of its overall portfolio holdings.

Number of Shares
1,590
Previous 6,860 76.82%
Holding current value
$546,403
Previous $1.76 Billion 75.32%
% of portfolio
0.76%
Previous 0.7%

Shares

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

Nov 06, 2024

SELL
$238.42 - $276.53 $1.26 Million - $1.46 Million
-5,270 Reduced 76.82%
1,590 $435 Million
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $24,853 - $34,740
114 Added 1.69%
6,860 $1.76 Billion
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 $344B
  • 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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