A detailed history of Prestige Wealth Management Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 299 shares of CRM stock, worth $99,163. This represents 0.02% of its overall portfolio holdings.

Number of Shares
299
Previous 311 3.86%
Holding current value
$99,163
Previous $93,000 18.28%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 06, 2024

SELL
$218.01 - $304.74 $2,616 - $3,656
-12 Reduced 3.86%
299 $76,000
Q1 2024

Apr 26, 2024

SELL
$251.12 - $316.88 $1,255 - $1,584
-5 Reduced 1.58%
311 $93,000
Q4 2023

Apr 26, 2024

SELL
$196.25 - $267.25 $19,625 - $26,725
-100 Reduced 24.04%
316 $83,000
Q4 2023

Feb 08, 2024

SELL
$196.25 - $267.25 $19,625 - $26,725
-100 Reduced 24.04%
316 $83,000
Q3 2023

Apr 26, 2024

SELL
$202.49 - $234.37 $20,249 - $23,437
-100 Reduced 19.38%
416 $84,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $20,249 - $23,437
-100 Reduced 19.38%
416 $84,000
Q2 2023

Apr 26, 2024

SELL
$188.89 - $223.38 $2,077 - $2,457
-11 Reduced 2.09%
516 $109,000
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $2,077 - $2,457
-11 Reduced 2.09%
516 $109,000
Q1 2023

Apr 26, 2024

BUY
$134.8 - $199.78 $29,116 - $43,152
216 Added 69.45%
527 $105,000
Q1 2023

May 16, 2023

SELL
$134.8 - $199.78 $199,369 - $295,474
-1,479 Reduced 73.73%
527 $105,000
Q4 2022

Feb 07, 2023

BUY
$128.21 - $165.27 $202,956 - $261,622
1,583 Added 374.23%
2,006 $266,000
Q3 2022

Nov 01, 2022

SELL
$143.84 - $191.27 $26,898 - $35,767
-187 Reduced 30.66%
423 $61,000
Q2 2022

Aug 10, 2022

SELL
$155.6 - $218.85 $216,595 - $304,639
-1,392 Reduced 69.53%
610 $101,000
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $204,258 - $273,853
1,072 Added 115.27%
2,002 $425,000
Q4 2021

Feb 15, 2022

SELL
$247.21 - $309.96 $10,382 - $13,018
-42 Reduced 4.32%
930 $237,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $53,686 - $64,552
226 Added 30.29%
972 $264,000
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $204,013 - $238,625
-969 Reduced 56.5%
746 $182,000
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $139,213 - $168,544
678 Added 65.38%
1,715 $363,000
Q4 2020

Feb 17, 2021

BUY
$220.15 - $267.07 $18,932 - $22,968
86 Added 9.04%
1,037 $231,000
Q3 2020

Oct 26, 2020

SELL
$185.51 - $281.25 $742 - $1,125
-4 Reduced 0.42%
951 $239,000
Q2 2020

Aug 13, 2020

SELL
$134.06 - $191.65 $74,403 - $106,365
-555 Reduced 36.75%
955 $179,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $135,487 - $210,762
-1,090 Reduced 41.92%
1,510 $217,000
Q4 2019

Jan 28, 2020

SELL
$142.33 - $164.98 $92,514 - $107,237
-650 Reduced 20.0%
2,600 $423,000
Q3 2019

Nov 14, 2019

BUY
$139.72 - $159.97 $16,207 - $18,556
116 Added 3.7%
3,250 $482,000
Q2 2019

Aug 16, 2019

SELL
$145.1 - $165.96 $32,792 - $37,506
-226 Reduced 6.73%
3,134 $476,000
Q1 2019

Aug 16, 2019

SELL
$130.4 - $166.95 $128,444 - $164,445
-985 Reduced 22.67%
3,360 $532,000
Q4 2018

Apr 16, 2019

BUY
$120.67 - $159.86 $524,311 - $694,591
4,345 New
4,345 $595,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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