A detailed history of Signature Wealth Management Group transactions in Salesforce, Inc. stock. As of the latest transaction made, Signature Wealth Management Group holds 4,369 shares of CRM stock, worth $1.14 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
4,369
Previous 4,090 6.82%
Holding current value
$1.14 Million
Previous $1.08 Million 22.21%
% of portfolio
0.59%
Previous 0.51%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $70,062 - $88,409
279 Added 6.82%
4,369 $1.32 Million
Q4 2023

Jan 09, 2024

SELL
$196.25 - $267.25 $456,477 - $621,623
-2,326 Reduced 36.25%
4,090 $1.08 Million
Q2 2023

Jul 10, 2023

SELL
$188.89 - $223.38 $94,633 - $111,913
-501 Reduced 7.24%
6,416 $1.36 Million
Q1 2023

Apr 14, 2023

BUY
$134.8 - $199.78 $32,621 - $48,346
242 Added 3.63%
6,917 $1.38 Million
Q4 2022

Jan 10, 2023

SELL
$128.21 - $165.27 $498,352 - $642,404
-3,887 Reduced 36.8%
6,675 $0
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $96,372 - $128,150
-670 Reduced 5.97%
10,562 $1.52 Million
Q2 2022

Jul 14, 2022

BUY
$155.6 - $218.85 $63,640 - $89,509
409 Added 3.78%
11,232 $1.85 Million
Q1 2022

Apr 14, 2022

BUY
$190.54 - $255.46 $606,298 - $812,873
3,182 Added 41.64%
10,823 $2.3 Million
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $214,083 - $268,425
866 Added 12.78%
7,641 $1.94 Million
Q3 2021

Oct 26, 2021

BUY
$237.55 - $285.63 $181,725 - $218,506
765 Added 12.73%
6,775 $1.84 Million
Q2 2021

Jul 16, 2021

BUY
$210.54 - $246.26 $172,221 - $201,440
818 Added 15.76%
6,010 $1.47 Million
Q1 2021

Apr 15, 2021

BUY
$205.33 - $248.59 $87,881 - $106,396
428 Added 8.98%
5,192 $1.1 Million
Q4 2020

Jan 15, 2021

BUY
$220.15 - $267.07 $1.05 Million - $1.27 Million
4,764 New
4,764 $1.06 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 $261B
  • 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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