A detailed history of Pines Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Pines Wealth Management, LLC holds 1,793 shares of CRM stock, worth $431,234. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,793
Previous 2,167 17.26%
Holding current value
$431,234
Previous $529 Million 7.71%
% of portfolio
0.17%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

SELL
$236.26 - $291.15 $88,361 - $108,890
-374 Reduced 17.26%
1,793 $488 Million
Q1 2025

Apr 11, 2025

BUY
$268.36 - $359.95 $1,341 - $1,799
5 Added 0.23%
2,167 $529 Million
Q4 2024

Jan 14, 2025

BUY
$270.87 - $367.87 $585,620 - $795,334
2,162 New
2,162 $687 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 $241B
  • 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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