A detailed history of Palumbo Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,839 shares of CRM stock, worth $727,323. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,839
Previous 2,100 35.19%
Holding current value
$727,323
Previous $552,000 54.89%
% of portfolio
0.39%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $256B
  • 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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