A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 4,595 shares of CRM stock, worth $1.58 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,595
Previous 4,872 5.69%
Holding current value
$1.58 Million
Previous $1.25 Million 0.4%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $66,042 - $76,598
-277 Reduced 5.69%
4,595 $1.26 Million
Q2 2024

Aug 09, 2024

SELL
$218.01 - $304.74 $16,132 - $22,550
-74 Reduced 1.5%
4,872 $1.25 Million
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $9,542 - $12,041
38 Added 0.77%
4,946 $1.49 Million
Q4 2023

Feb 07, 2024

SELL
$196.25 - $267.25 $44,941 - $61,200
-229 Reduced 4.46%
4,908 $1.29 Million
Q3 2023

Nov 07, 2023

SELL
$202.49 - $234.37 $19,641 - $22,733
-97 Reduced 1.85%
5,137 $1.04 Million
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $90,100 - $106,552
-477 Reduced 8.35%
5,234 $1.11 Million
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $555,106 - $822,694
4,118 Added 258.51%
5,711 $1.14 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $175,519 - $226,254
-1,369 Reduced 46.22%
1,593 $211,000
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $502,001 - $667,532
-3,490 Reduced 54.09%
2,962 $426,000
Q2 2022

Aug 03, 2022

BUY
$155.6 - $218.85 $273,856 - $385,176
1,760 Added 37.51%
6,452 $1.07 Million
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $262,183 - $351,512
-1,376 Reduced 22.68%
4,692 $996,000
Q4 2021

Jan 21, 2022

BUY
$247.21 - $309.96 $278,852 - $349,634
1,128 Added 22.83%
6,068 $1.54 Million
Q3 2021

Oct 29, 2021

BUY
$237.55 - $285.63 $58,199 - $69,979
245 Added 5.22%
4,940 $1.34 Million
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $100,427 - $117,466
477 Added 11.31%
4,695 $1.15 Million
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $49,484 - $59,910
241 Added 6.06%
4,218 $893,000
Q4 2020

Feb 12, 2021

SELL
$220.15 - $267.07 $83,877 - $101,753
-381 Reduced 8.74%
3,977 $885,000
Q3 2020

Nov 03, 2020

BUY
$185.51 - $281.25 $61,960 - $93,937
334 Added 8.3%
4,358 $1.1 Million
Q2 2020

Jul 27, 2020

BUY
$134.06 - $191.65 $10,992 - $15,715
82 Added 2.08%
4,024 $753,000
Q1 2020

May 11, 2020

BUY
$124.3 - $193.36 $126,164 - $196,260
1,015 Added 34.68%
3,942 $566,000
Q4 2019

Feb 07, 2020

BUY
$142.33 - $164.98 $80,843 - $93,708
568 Added 24.08%
2,927 $476,000
Q3 2019

Oct 31, 2019

BUY
$139.72 - $159.97 $135,248 - $154,850
968 Added 69.59%
2,359 $350,000
Q2 2019

Aug 06, 2019

BUY
$145.1 - $165.96 $201,834 - $230,850
1,391 New
1,391 $211,000
Q1 2019

May 08, 2019

SELL
$130.4 - $166.95 $195,991 - $250,925
-1,503 Closed
0 $0
Q4 2018

Mar 01, 2019

BUY
$120.67 - $159.86 $5,912 - $7,833
49 Added 3.37%
1,503 $206,000
Q3 2018

Feb 28, 2019

SELL
$137.15 - $160.43 $23,726 - $27,754
-173 Reduced 10.63%
1,454 $231,000
Q2 2018

Feb 28, 2019

BUY
$115.3 - $139.8 $187,593 - $227,454
1,627 New
1,627 $222,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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