A detailed history of Portside Wealth Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 27,696 shares of CRM stock, worth $6.76 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
27,696
Previous 28,663 3.37%
Holding current value
$6.76 Million
Previous $8.63 Billion 17.52%
% of portfolio
1.36%
Previous 1.6%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$218.01 - $304.74 $210,815 - $294,683
-967 Reduced 3.37%
27,696 $7.12 Billion
Q1 2024

Apr 17, 2024

SELL
$251.12 - $316.88 $455,280 - $574,503
-1,813 Reduced 5.95%
28,663 $8.63 Billion
Q4 2023

Jan 16, 2024

SELL
$196.25 - $267.25 $486,111 - $661,978
-2,477 Reduced 7.52%
30,476 $8.02 Billion
Q3 2023

Oct 27, 2023

BUY
$202.49 - $234.37 $54,064 - $62,576
267 Added 0.82%
32,953 $6.68 Billion
Q2 2023

Sep 01, 2023

SELL
$188.89 - $223.38 $303 Million - $359 Million
-1,605,564 Reduced 98.0%
32,686 $6.91 Billion
Q2 2023

Aug 01, 2023

BUY
$188.89 - $223.38 $309 Million - $366 Million
1,638,250 New
1,638,250 $346 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 $244B
  • 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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