A detailed history of Salvus Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Salvus Wealth Management, LLC holds 2,427 shares of CRM stock, worth $647,523. This represents 0.43% of its overall portfolio holdings.

Number of Shares
2,427
Previous 2,374 2.23%
Holding current value
$647,523
Previous $715,000 12.87%
% of portfolio
0.43%
Previous 0.5%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$218.01 - $304.74 $11,554 - $16,151
53 Added 2.23%
2,427 $623,000
Q1 2024

Apr 12, 2024

SELL
$251.12 - $316.88 $4,269 - $5,386
-17 Reduced 0.71%
2,374 $715,000
Q4 2023

Jan 08, 2024

BUY
$196.25 - $267.25 $1,570 - $2,138
8 Added 0.34%
2,391 $629,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $45,762 - $52,967
226 Added 10.48%
2,383 $483,000
Q2 2023

Jul 13, 2023

BUY
$188.89 - $223.38 $7,177 - $8,488
38 Added 1.79%
2,157 $455,000
Q1 2023

Apr 11, 2023

BUY
$134.8 - $199.78 $40,305 - $59,734
299 Added 16.43%
2,119 $423,000
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $29,488 - $38,012
-230 Reduced 11.22%
1,820 $0
Q3 2022

Oct 12, 2022

BUY
$143.84 - $191.27 $7,623 - $10,137
53 Added 2.65%
2,050 $295,000
Q2 2022

Jul 11, 2022

BUY
$155.6 - $218.85 $10,114 - $14,225
65 Added 3.36%
1,997 $330,000
Q1 2022

Apr 11, 2022

BUY
$190.54 - $255.46 $48,016 - $64,375
252 Added 15.0%
1,932 $410,000
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $72,185 - $90,508
292 Added 21.04%
1,680 $427,000
Q3 2021

Oct 05, 2021

BUY
$237.55 - $285.63 $79,341 - $95,400
334 Added 31.69%
1,388 $376,000
Q2 2021

Jul 09, 2021

BUY
$210.54 - $246.26 $221,909 - $259,558
1,054 New
1,054 $258,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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 Salvus Wealth Management, LLC Portfolio

Follow Salvus Wealth Management, 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 Salvus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Salvus Wealth Management, LLC with notifications on news.