A detailed history of Private Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Wealth Partners, LLC holds 14,718 shares of CRM stock, worth $4.79 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
14,718
Previous 15,322 3.94%
Holding current value
$4.79 Million
Previous $3.94 Million 2.26%
% of portfolio
0.32%
Previous 0.29%

Shares

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

Oct 29, 2024

SELL
$238.42 - $276.53 $144,005 - $167,024
-604 Reduced 3.94%
14,718 $4.03 Million
Q2 2024

Aug 07, 2024

SELL
$218.01 - $304.74 $98,540 - $137,742
-452 Reduced 2.87%
15,322 $3.94 Million
Q1 2024

May 08, 2024

BUY
$251.12 - $316.88 $54,241 - $68,446
216 Added 1.39%
15,774 $4.75 Million
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $38,465 - $52,381
196 Added 1.28%
15,558 $4.09 Million
Q3 2023

Nov 06, 2023

SELL
$202.49 - $234.37 $22,273 - $25,780
-110 Reduced 0.71%
15,362 $3.12 Million
Q2 2023

Aug 03, 2023

BUY
$188.89 - $223.38 $371,168 - $438,941
1,965 Added 14.55%
15,472 $3.27 Million
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $74,140 - $109,879
550 Added 4.24%
13,507 $2.7 Million
Q4 2022

Jan 25, 2023

SELL
$128.21 - $165.27 $380,527 - $490,521
-2,968 Reduced 18.64%
12,957 $0
Q3 2022

Oct 26, 2022

BUY
$143.84 - $191.27 $27,617 - $36,723
192 Added 1.22%
15,925 $2.29 Million
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $673,436 - $947,182
-4,328 Reduced 21.57%
15,733 $2.6 Million
Q1 2022

May 02, 2022

SELL
$190.54 - $255.46 $65,164 - $87,367
-342 Reduced 1.68%
20,061 $4.26 Million
Q4 2021

Feb 07, 2022

BUY
$247.21 - $309.96 $460,305 - $577,145
1,862 Added 10.04%
20,403 $5.19 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $23,755 - $28,563
100 Added 0.54%
18,541 $5.03 Million
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $11,369 - $13,298
54 Added 0.29%
18,441 $4.51 Million
Q1 2021

May 04, 2021

SELL
$205.33 - $248.59 $13,757 - $16,655
-67 Reduced 0.36%
18,387 $3.9 Million
Q4 2020

Feb 03, 2021

BUY
$220.15 - $267.07 $13,649 - $16,558
62 Added 0.34%
18,454 $4.11 Million
Q3 2020

Oct 29, 2020

BUY
$185.51 - $281.25 $83,479 - $126,562
450 Added 2.51%
18,392 $4.62 Million
Q1 2020

Apr 24, 2020

SELL
$124.3 - $193.36 $43,505 - $67,676
-350 Reduced 1.91%
17,942 $2.58 Million
Q4 2019

Jan 29, 2020

SELL
$142.33 - $164.98 $1.65 Million - $1.91 Million
-11,599 Reduced 38.8%
18,292 $2.98 Million
Q3 2019

Nov 12, 2019

BUY
$139.72 - $159.97 $29,900 - $34,233
214 Added 0.72%
29,891 $4.44 Million
Q2 2019

Aug 06, 2019

SELL
$145.1 - $165.96 $43,384 - $49,622
-299 Reduced 1.0%
29,677 $4.5 Million
Q1 2019

May 02, 2019

SELL
$130.4 - $166.95 $715,244 - $915,720
-5,485 Reduced 15.47%
29,976 $4.75 Million
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $611,796 - $810,490
5,070 Added 16.68%
35,461 $4.86 Million
Q3 2018

Oct 25, 2018

BUY
$137.15 - $160.43 $92,713 - $108,450
676 Added 2.27%
30,391 $4.83 Million
Q2 2018

Aug 10, 2018

BUY
$115.3 - $139.8 $1.17 Million - $1.42 Million
10,153 Added 51.9%
29,715 $4.05 Million
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $155,420 - $191,217
1,494 Added 8.27%
19,562 $2.28 Million
Q4 2017

Feb 01, 2018

BUY
$93.94 - $108.8 $1.01 Million - $1.17 Million
10,752 Added 146.97%
18,068 $1.85 Million
Q3 2017

Nov 06, 2017

BUY
$87.63 - $97.71 $641,101 - $714,846
7,316
7,316 $683,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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