A detailed history of Paragon Private Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 4,865 shares of CRM stock, worth $1.58 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
4,865
Previous 4,556 6.78%
Holding current value
$1.58 Million
Previous $1.17 Million 13.66%
% of portfolio
0.68%
Previous 0.68%

Shares

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

Nov 07, 2024

BUY
$238.42 - $276.53 $73,671 - $85,447
309 Added 6.78%
4,865 $1.33 Million
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $135,166 - $188,938
620 Added 15.75%
4,556 $1.17 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $70,564 - $89,043
281 Added 7.69%
3,936 $1.19 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $717,293 - $976,798
3,655 New
3,655 $961,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • 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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