A detailed history of Sculati Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 10,207 shares of CRM stock, worth $3.49 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
10,207
Previous 10,154 0.52%
Holding current value
$3.49 Million
Previous $3.06 Million 14.19%
% of portfolio
1.13%
Previous 1.33%

Shares

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

Aug 09, 2024

BUY
$218.01 - $304.74 $11,554 - $16,151
53 Added 0.52%
10,207 $2.62 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $1,255 - $1,584
5 Added 0.05%
10,154 $3.06 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $5,298 - $7,215
-27 Reduced 0.27%
10,149 $2.67 Million
Q3 2023

Nov 09, 2023

BUY
$202.49 - $234.37 $97,600 - $112,966
482 Added 4.97%
10,176 $2.06 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $14,355 - $16,976
-76 Reduced 0.78%
9,694 $2.05 Million
Q1 2023

May 05, 2023

BUY
$134.8 - $199.78 $78,588 - $116,471
583 Added 6.35%
9,770 $1.95 Million
Q4 2022

Feb 10, 2023

BUY
$128.21 - $165.27 $541,302 - $697,769
4,222 Added 85.04%
9,187 $1.22 Million
Q3 2022

Nov 15, 2022

BUY
$143.84 - $191.27 $199,937 - $265,865
1,390 Added 38.88%
4,965 $714,000
Q2 2022

Aug 09, 2022

BUY
$155.6 - $218.85 $556,270 - $782,388
3,575 New
3,575 $590,000
Q1 2022

May 10, 2022

SELL
$190.54 - $255.46 $177,011 - $237,322
-929 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $5,463 - $6,569
23 Added 2.54%
929 $252,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $190,749 - $223,111
906 New
906 $221,000
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $184,797 - $223,731
-900 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $166,959 - $253,125
900 New
900 $226,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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