A detailed history of Pinnacle Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 9,727 shares of CRM stock, worth $2.56 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
9,727
Previous 7,139 36.25%
Holding current value
$2.56 Million
Previous $1.88 Million 55.96%
% of portfolio
3.08%
Previous 2.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $649,898 - $820,085
2,588 Added 36.25%
9,727 $2.93 Million
Q4 2023

Jan 23, 2024

SELL
$196.25 - $267.25 $13,737 - $18,707
-70 Reduced 0.97%
7,139 $1.88 Million
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $1.46 Million - $1.69 Million
7,209 New
7,209 $1.46 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 $263B
  • 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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