A detailed history of Quantum Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Quantum Private Wealth, LLC holds 4,665 shares of CRM stock, worth $1.6 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,665
Previous 5,626 17.08%
Holding current value
$1.6 Million
Previous $1.45 Million 11.76%
% of portfolio
0.45%
Previous 0.53%

Shares

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

Oct 31, 2024

SELL
$238.42 - $276.53 $229,121 - $265,745
-961 Reduced 17.08%
4,665 $1.28 Million
Q2 2024

Jul 17, 2024

SELL
$218.01 - $304.74 $85,895 - $120,067
-394 Reduced 6.54%
5,626 $1.45 Million
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $82,367 - $103,936
-328 Reduced 5.17%
6,020 $1.81 Million
Q4 2023

Jan 30, 2024

SELL
$196.25 - $267.25 $26,690 - $36,346
-136 Reduced 2.1%
6,348 $1.67 Million
Q3 2023

Nov 02, 2023

SELL
$202.49 - $234.37 $612,127 - $708,500
-3,023 Reduced 31.8%
6,484 $1.31 Million
Q2 2023

Jul 27, 2023

SELL
$188.89 - $223.38 $30,033 - $35,517
-159 Reduced 1.64%
9,507 $2.01 Million
Q1 2023

Apr 19, 2023

SELL
$134.8 - $199.78 $14,154 - $20,976
-105 Reduced 1.07%
9,666 $1.93 Million
Q4 2022

Jan 20, 2023

BUY
$128.21 - $165.27 $10,513 - $13,552
82 Added 0.85%
9,771 $0
Q3 2022

Nov 01, 2022

BUY
$143.84 - $191.27 $75,516 - $100,416
525 Added 5.73%
9,689 $1.39 Million
Q2 2022

Aug 17, 2022

SELL
$155.6 - $218.85 $155 - $218
-1 Reduced 0.01%
9,164 $1.51 Million
Q1 2022

May 27, 2022

BUY
$190.54 - $255.46 $2,477 - $3,320
13 Added 0.14%
9,165 $1.95 Million
Q4 2021

May 26, 2022

BUY
$247.21 - $309.96 $2.26 Million - $2.84 Million
9,152 New
9,152 $2.33 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 $343B
  • 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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