A detailed history of Prentice Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Prentice Wealth Management LLC holds 2,469 shares of CRM stock, worth $658,729. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,469
Previous 2,416 2.19%
Holding current value
$658,729
Previous $727,000 12.79%
% of portfolio
0.21%
Previous 0.26%

Shares

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

Jul 11, 2024

BUY
$218.01 - $304.74 $11,554 - $16,151
53 Added 2.19%
2,469 $634,000
Q1 2024

Apr 12, 2024

BUY
$251.12 - $316.88 $30,636 - $38,659
122 Added 5.32%
2,416 $727,000
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $7,457 - $10,155
38 Added 1.68%
2,294 $603,000
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $4,454 - $5,156
22 Added 0.98%
2,256 $457,000
Q2 2023

Jul 06, 2023

BUY
$188.89 - $223.38 $755 - $893
4 Added 0.18%
2,234 $471,000
Q1 2023

Apr 14, 2023

BUY
$134.8 - $199.78 $17,793 - $26,370
132 Added 6.29%
2,230 $445,000
Q4 2022

Jan 18, 2023

BUY
$128.21 - $165.27 $26,283 - $33,880
205 Added 10.83%
2,098 $0
Q3 2022

Oct 19, 2022

BUY
$143.84 - $191.27 $17,692 - $23,526
123 Added 6.95%
1,893 $272,000
Q2 2022

Jul 28, 2022

BUY
$155.6 - $218.85 $189,832 - $266,997
1,220 Added 221.82%
1,770 $292,000
Q3 2021

Nov 10, 2021

SELL
$237.55 - $285.63 $2,850 - $3,427
-12 Reduced 2.14%
550 $149,000
Q2 2021

Aug 11, 2021

BUY
$210.54 - $246.26 $73,689 - $86,191
350 Added 165.09%
562 $137,000
Q1 2021

Jun 17, 2021

SELL
$205.33 - $248.59 $9.18 Million - $11.1 Million
-44,704 Reduced 99.53%
212 $45,000
Q1 2021

Jun 08, 2021

BUY
$205.33 - $248.59 $9.22 Million - $11.2 Million
44,916 New
44,916 $45,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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