A detailed history of Peninsula Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Peninsula Wealth, LLC holds 1,839 shares of CRM stock, worth $597,546. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,839
Previous 1,725 6.61%
Holding current value
$597,546
Previous $443,000 13.54%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 14, 2024

BUY
$238.42 - $276.53 $27,179 - $31,524
114 Added 6.61%
1,839 $503,000
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $7,412 - $10,361
-34 Reduced 1.93%
1,725 $443,000
Q1 2024

May 30, 2024

BUY
$251.12 - $316.88 $441,720 - $557,391
1,759 New
1,759 $529,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $45,333 - $61,734
231 Added 15.2%
1,751 $460,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $28,146 - $32,577
-139 Reduced 8.38%
1,520 $308,000
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $2,644 - $3,127
-14 Reduced 0.84%
1,659 $350,000
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $16,041 - $23,773
-119 Reduced 6.64%
1,673 $334,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $257,761 - $342,755
1,792 New
1,792 $258,000
Q1 2022

May 06, 2022

SELL
$190.54 - $255.46 $182,727 - $244,986
-959 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$247.21 - $309.96 $237,074 - $297,251
959 New
959 $244,000
Q4 2020

Feb 10, 2021

SELL
$220.15 - $267.07 $200,776 - $243,567
-912 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $169,185 - $256,500
912 New
912 $229,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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