A detailed history of Opes Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,268 shares of CRM stock, worth $338,302. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,268
Previous 1,305 2.84%
Holding current value
$338,302
Previous $393,000 17.05%
% of portfolio
0.07%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$218.01 - $304.74 $8,066 - $11,275
-37 Reduced 2.84%
1,268 $326,000
Q1 2024

May 02, 2024

BUY
$251.12 - $316.88 $2,511 - $3,168
10 Added 0.77%
1,305 $393,000
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $7,261 - $9,888
37 Added 2.94%
1,295 $340,000
Q3 2023

Nov 02, 2023

SELL
$202.49 - $234.37 $31,790 - $36,796
-157 Reduced 11.1%
1,258 $255,000
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $57,422 - $67,907
304 Added 27.36%
1,415 $298,000
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $149,762 - $221,955
1,111 New
1,111 $221,000
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $172,871 - $243,142
-1,111 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $1,905 - $2,554
10 Added 0.91%
1,111 $236,000
Q4 2021

Jan 31, 2022

SELL
$247.21 - $309.96 $247 - $309
-1 Reduced 0.09%
1,101 $280,000
Q3 2021

Oct 29, 2021

BUY
$237.55 - $285.63 $33,732 - $40,559
142 Added 14.79%
1,102 $299,000
Q2 2021

Aug 03, 2021

SELL
$210.54 - $246.26 $2,105 - $2,462
-10 Reduced 1.03%
960 $234,000
Q4 2020

Jan 29, 2021

BUY
$220.15 - $267.07 $880 - $1,068
4 Added 0.41%
970 $216,000
Q3 2020

Nov 09, 2020

BUY
$185.51 - $281.25 $179,202 - $271,687
966 New
966 $243,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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 Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management 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 Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.