A detailed history of Peterson Wealth Services transactions in Salesforce, Inc. stock. As of the latest transaction made, Peterson Wealth Services holds 2,116 shares of CRM stock, worth $723,100. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,116
Previous 2,015 5.01%
Holding current value
$723,100
Previous $518,000 11.78%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 06, 2024

BUY
$238.42 - $276.53 $24,080 - $27,929
101 Added 5.01%
2,116 $579,000
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $6,976 - $9,751
32 Added 1.61%
2,015 $518,000
Q1 2024

May 01, 2024

SELL
$251.12 - $316.88 $2,260 - $2,851
-9 Reduced 0.45%
1,983 $597,000
Q4 2023

Jan 31, 2024

SELL
$196.25 - $267.25 $785 - $1,069
-4 Reduced 0.2%
1,992 $524,000
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $18,629 - $21,562
92 Added 4.83%
1,996 $404,000
Q2 2023

Jul 13, 2023

BUY
$188.89 - $223.38 $7,555 - $8,935
40 Added 2.15%
1,904 $402,000
Q1 2023

Apr 06, 2023

SELL
$134.8 - $199.78 $18,332 - $27,170
-136 Reduced 6.8%
1,864 $372,000
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $1,282 - $1,652
10 Added 0.5%
2,000 $0
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $431 - $573
-3 Reduced 0.15%
1,990 $286,000
Q2 2022

Jul 11, 2022

SELL
$155.6 - $218.85 $1.07 Million - $1.5 Million
-6,853 Reduced 77.47%
1,993 $329,000
Q1 2022

Apr 18, 2022

BUY
$190.54 - $255.46 $243,700 - $326,733
1,279 Added 16.9%
8,846 $1.88 Million
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $1.87 Million - $2.35 Million
7,567 New
7,567 $1.92 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 $342B
  • 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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