A detailed history of Rba Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Rba Wealth Management, LLC holds 16,172 shares of CRM stock, worth $5.43 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
16,172
Previous 15,598 3.68%
Holding current value
$5.43 Million
Previous $4.01 Million 10.37%
% of portfolio
1.71%
Previous 1.61%

Shares

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

Oct 21, 2024

BUY
$238.42 - $276.53 $136,853 - $158,728
574 Added 3.68%
16,172 $4.43 Million
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $3.25 Million - $4.54 Million
14,912 Added 2173.76%
15,598 $4.01 Million
Q1 2024

Apr 19, 2024

BUY
$251.12 - $316.88 $172,268 - $217,379
686 New
686 $206,000
Q2 2022

Jul 11, 2022

SELL
$155.6 - $218.85 $151,087 - $212,503
-971 Closed
0 $0
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $240,040 - $300,971
971 New
971 $247,000
Q1 2021

Apr 14, 2021

SELL
$205.33 - $248.59 $199,786 - $241,878
-973 Closed
0 $0
Q4 2020

Feb 02, 2021

BUY
$220.15 - $267.07 $440 - $534
2 Added 0.21%
973 $217,000
Q3 2020

Nov 12, 2020

BUY
$185.51 - $281.25 $180,130 - $273,093
971 New
971 $244,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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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