A detailed history of Private Wealth Management Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 357 shares of CRM stock, worth $110,948. This represents 0.04% of its overall portfolio holdings.

Number of Shares
357
Previous 320 11.56%
Holding current value
$110,948
Previous $82.3 Million 18.78%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 29, 2024

BUY
$238.42 - $276.53 $8,821 - $10,231
37 Added 11.56%
357 $97.7 Million
Q2 2024

Aug 13, 2024

SELL
$218.01 - $304.74 $5,886 - $8,227
-27 Reduced 7.78%
320 $82.3 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $10,547 - $13,308
42 Added 13.77%
347 $105 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $59,856 - $81,511
305 New
305 $80.3 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 $311B
  • 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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.