A detailed history of Richard W. Paul & Associates, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 1,314 shares of CRM stock, worth $444,723. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,314
Previous 1,334 1.5%
Holding current value
$444,723
Previous $343 Million 4.87%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 17, 2024

SELL
$238.42 - $276.53 $4,768 - $5,530
-20 Reduced 1.5%
1,314 $360 Million
Q2 2024

Jul 23, 2024

SELL
$218.01 - $304.74 $1,962 - $2,742
-9 Reduced 0.67%
1,334 $343 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $14,313 - $18,062
-57 Reduced 4.07%
1,343 $404 Million
Q4 2023

Jan 23, 2024

SELL
$196.25 - $267.25 $7,261 - $9,888
-37 Reduced 2.57%
1,400 $368 Million
Q3 2023

Oct 12, 2023

SELL
$202.49 - $234.37 $10,326 - $11,952
-51 Reduced 3.43%
1,437 $291 Million
Q2 2023

Jul 25, 2023

BUY
$188.89 - $223.38 $281,068 - $332,389
1,488 New
1,488 $314 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 $338B
  • 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 Richard W. Paul & Associates, LLC Portfolio

Follow Richard W. Paul & Associates, 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 Richard W. Paul & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richard W. Paul & Associates, LLC with notifications on news.