A detailed history of Reuter James Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 1,121 shares of CRM stock, worth $364,616. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,121
Previous 1,124 0.27%
Holding current value
$364,616
Previous $288,000 6.25%
% of portfolio
0.06%
Previous 0.22%

Shares

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

Nov 08, 2024

SELL
$238.42 - $276.53 $715 - $829
-3 Reduced 0.27%
1,121 $306,000
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $33,573 - $46,929
154 Added 15.88%
1,124 $288,000
Q1 2024

May 06, 2024

SELL
$251.12 - $316.88 $5,022 - $6,337
-20 Reduced 2.02%
970 $292,000
Q4 2023

Apr 08, 2024

SELL
$196.25 - $267.25 $20,410 - $27,794
-104 Reduced 9.51%
990 $260,000
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $10,124 - $11,718
-50 Reduced 4.37%
1,094 $221,000
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $10,388 - $12,285
-55 Reduced 4.59%
1,144 $241,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $161,625 - $239,536
1,199 New
1,199 $239,000
Q3 2022

Nov 04, 2022

SELL
$143.84 - $191.27 $32,939 - $43,800
-229 Reduced 12.77%
1,564 $225,000
Q2 2022

Aug 09, 2022

SELL
$155.6 - $218.85 $46,213 - $64,998
-297 Reduced 14.21%
1,793 $296,000
Q1 2022

Apr 14, 2022

SELL
$190.54 - $255.46 $7,812 - $10,473
-41 Reduced 1.92%
2,090 $444,000
Q4 2021

Jan 25, 2022

BUY
$247.21 - $309.96 $526,804 - $660,524
2,131 New
2,131 $542,000

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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