A detailed history of Outlook Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 1,416 shares of CRM stock, worth $484,300. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,416
Previous 1,391 1.8%
Holding current value
$484,300
Previous $357,000 8.4%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $5,960 - $6,913
25 Added 1.8%
1,416 $387,000
Q2 2024

Jul 18, 2024

SELL
$218.01 - $304.74 $18,094 - $25,293
-83 Reduced 5.63%
1,391 $357,000
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $65,793 - $83,022
262 Added 21.62%
1,474 $443,000
Q4 2023

Jan 29, 2024

SELL
$196.25 - $267.25 $51,810 - $70,554
-264 Reduced 17.89%
1,212 $318,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $68,239 - $78,982
337 Added 29.59%
1,476 $299,000
Q2 2023

Jul 10, 2023

BUY
$188.89 - $223.38 $215,145 - $254,429
1,139 New
1,139 $240,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $162,530 - $217,907
-853 Closed
0 $0
Q4 2021

Jan 21, 2022

SELL
$247.21 - $309.96 $1,977 - $2,479
-8 Reduced 0.93%
853 $217,000
Q3 2021

Oct 22, 2021

SELL
$237.55 - $285.63 $25,180 - $30,276
-106 Reduced 10.96%
861 $234,000
Q2 2021

Jul 21, 2021

BUY
$210.54 - $246.26 $203,592 - $238,133
967 New
967 $236,000

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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