A detailed history of Perfromance Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 7,345 shares of CRM stock, worth $2.44 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,345
Previous 4,824 52.26%
Holding current value
$2.44 Million
Previous $1.24 Million 62.1%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 10, 2024

BUY
$238.42 - $276.53 $601,056 - $697,132
2,521 Added 52.26%
7,345 $2.01 Million
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $546,115 - $763,373
2,505 Added 108.02%
4,824 $1.24 Million
Q1 2024

Apr 30, 2024

SELL
$251.12 - $316.88 $11,300 - $14,259
-45 Reduced 1.9%
2,319 $698,000
Q4 2023

Jan 22, 2024

SELL
$196.25 - $267.25 $24,923 - $33,940
-127 Reduced 5.1%
2,364 $622,000
Q3 2023

Oct 30, 2023

BUY
$202.49 - $234.37 $24,298 - $28,124
120 Added 5.06%
2,491 $505,000
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $34,377 - $40,655
-182 Reduced 7.13%
2,371 $500,000
Q1 2023

Apr 20, 2023

BUY
$134.8 - $199.78 $344,144 - $510,038
2,553 New
2,553 $510,000
Q3 2022

Oct 17, 2022

SELL
$143.84 - $191.27 $145,853 - $193,947
-1,014 Reduced 10.6%
8,553 $1.23 Million
Q2 2022

Jul 15, 2022

SELL
$155.6 - $218.85 $178,940 - $251,677
-1,150 Reduced 10.73%
9,567 $1.58 Million
Q1 2022

Apr 21, 2022

SELL
$190.54 - $255.46 $640,404 - $858,601
-3,361 Reduced 23.87%
10,717 $2.28 Million
Q4 2021

Feb 03, 2022

BUY
$247.21 - $309.96 $3.48 Million - $4.36 Million
14,078 New
14,078 $3.58 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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