A detailed history of Parisi Gray Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Parisi Gray Wealth Management holds 1,269 shares of CRM stock, worth $435,495. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,269
Previous 1,206 5.22%
Holding current value
$435,495
Previous $310,000 11.94%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 07, 2024

BUY
$238.42 - $276.53 $15,020 - $17,421
63 Added 5.22%
1,269 $347,000
Q2 2024

Jul 15, 2024

BUY
$218.01 - $304.74 $27,905 - $39,006
128 Added 11.87%
1,206 $310,000
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $6,780 - $8,555
27 Added 2.57%
1,078 $324,000
Q4 2023

Jan 18, 2024

SELL
$196.25 - $267.25 $7,261 - $9,888
-37 Reduced 3.4%
1,051 $276,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $220,309 - $254,994
1,088 New
1,088 $220,000
Q2 2022

Jul 25, 2022

SELL
$155.6 - $218.85 $198,234 - $278,814
-1,274 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $86,886 - $116,489
456 Added 55.75%
1,274 $270,000
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $202,217 - $253,547
818 New
818 $208,000
Q3 2021

Nov 16, 2021

SELL
$237.55 - $285.63 $103,334 - $124,249
-435 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $91,584 - $107,123
435 New
435 $106,000
Q2 2019

Jul 19, 2019

SELL
$145.1 - $165.96 $41,788 - $47,796
-288 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
$93.94 - $108.8 $27,054 - $31,334
288
288 $30,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $343B
  • 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 Parisi Gray Wealth Management Portfolio

Follow Parisi Gray Wealth Management 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 Parisi Gray Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Parisi Gray Wealth Management with notifications on news.