A detailed history of Opal Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 975 shares of CRM stock, worth $333,177. This represents 0.08% of its overall portfolio holdings.

Number of Shares
975
Previous 1,214 19.69%
Holding current value
$333,177
Previous $312,000 14.74%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 15, 2024

SELL
$238.42 - $276.53 $56,982 - $66,090
-239 Reduced 19.69%
975 $266,000
Q2 2024

Jul 12, 2024

BUY
$218.01 - $304.74 $42,947 - $60,033
197 Added 19.37%
1,214 $312,000
Q1 2024

Apr 11, 2024

BUY
$251.12 - $316.88 $7,031 - $8,872
28 Added 2.83%
1,017 $306,000
Q4 2023

Jan 19, 2024

SELL
$196.25 - $267.25 $14,915 - $20,311
-76 Reduced 7.14%
989 $260,000
Q3 2023

Oct 18, 2023

SELL
$202.49 - $234.37 $12,959 - $14,999
-64 Reduced 5.67%
1,065 $215,000
Q2 2023

Jul 27, 2023

SELL
$188.89 - $223.38 $48,355 - $57,185
-256 Reduced 18.48%
1,129 $238,000
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $186,698 - $276,695
1,385 New
1,385 $276,000
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $63,018 - $88,634
-405 Reduced 24.47%
1,250 $206,000
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $42,871 - $57,478
-225 Reduced 11.97%
1,655 $351,000
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $122,368 - $153,430
495 Added 35.74%
1,880 $478,000
Q3 2021

Nov 05, 2021

SELL
$237.55 - $285.63 $18,766 - $22,564
-79 Reduced 5.4%
1,385 $376,000
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $53,056 - $62,057
252 Added 20.79%
1,464 $358,000
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $10,061 - $12,180
49 Added 4.21%
1,212 $257,000
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $256,034 - $310,602
1,163 New
1,163 $259,000

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
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