A detailed history of Sage Private Wealth Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 989 shares of CRM stock, worth $335,379. This represents 0.19% of its overall portfolio holdings.

Number of Shares
989
Previous 989 -0.0%
Holding current value
$335,379
Previous $163,000 12.88%
% of portfolio
0.19%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $10,269 - $14,444
66 Added 7.15%
989 $163,000
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $20,387 - $27,334
107 Added 13.11%
923 $196,000
Q4 2021

Jan 24, 2022

BUY
$247.21 - $309.96 $2,719 - $3,409
11 Added 1.37%
816 $207,000
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $6,176 - $7,426
26 Added 3.34%
805 $218,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $1,263 - $1,477
6 Added 0.78%
779 $190,000
Q1 2021

May 18, 2021

BUY
$205.33 - $248.59 $15,605 - $18,892
76 Added 10.9%
773 $164,000
Q4 2020

Mar 02, 2021

BUY
$220.15 - $267.07 $153,444 - $186,147
697 New
697 $155,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $339B
  • 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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