A detailed history of Palumbo Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 3,679 shares of CRM stock, worth $1.21 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,679
Previous 3,604 2.08%
Holding current value
$1.21 Million
Previous $926,000 8.64%
% of portfolio
0.4%
Previous 0.4%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $17,881 - $20,739
75 Added 2.08%
3,679 $1.01 Million
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $166,777 - $233,126
765 Added 26.95%
3,604 $926,000
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $185,577 - $234,174
739 Added 35.19%
2,839 $855,000
Q4 2023

Jan 22, 2024

BUY
$196.25 - $267.25 $412,125 - $561,225
2,100 New
2,100 $552,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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