A detailed history of Slate Stone Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 1,653 shares of CRM stock, worth $513,719. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,653
Previous 1,673 1.2%
Holding current value
$513,719
Previous $430,000 5.12%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 07, 2024

SELL
$238.42 - $276.53 $4,768 - $5,530
-20 Reduced 1.2%
1,653 $452,000
Q2 2024

Jul 25, 2024

BUY
$218.01 - $304.74 $33,791 - $47,234
155 Added 10.21%
1,673 $430,000
Q1 2024

Apr 26, 2024

SELL
$251.12 - $316.88 $29,129 - $36,758
-116 Reduced 7.1%
1,518 $457,000
Q3 2023

Oct 12, 2023

SELL
$202.49 - $234.37 $4,049 - $4,687
-20 Reduced 1.21%
1,634 $331,000
Q2 2023

Aug 07, 2023

BUY
$188.89 - $223.38 $312,424 - $369,470
1,654 New
1,654 $349,000
Q1 2023

Aug 08, 2023

BUY
$134.8 - $199.78 $13,749 - $20,377
102 Added 6.17%
1,756 $351,000
Q1 2022

May 04, 2022

SELL
$190.54 - $255.46 $199,304 - $267,211
-1,046 Closed
0 $0
Q4 2021

Feb 02, 2022

BUY
$247.21 - $309.96 $18,787 - $23,556
76 Added 7.84%
1,046 $266,000
Q3 2021

Oct 28, 2021

SELL
$237.55 - $285.63 $18,528 - $22,279
-78 Reduced 7.44%
970 $263,000
Q2 2021

Aug 02, 2021

BUY
$210.54 - $246.26 $220,645 - $258,080
1,048 New
1,048 $256,000
Q1 2021

Apr 19, 2021

SELL
$205.33 - $248.59 $223,809 - $270,963
-1,090 Closed
0 $0
Q4 2020

Jan 25, 2021

SELL
$220.15 - $267.07 $1.27 Million - $1.55 Million
-5,788 Reduced 84.15%
1,090 $243,000
Q3 2020

Oct 27, 2020

BUY
$185.51 - $281.25 $977,637 - $1.48 Million
5,270 Added 327.74%
6,878 $1.73 Million
Q2 2020

Jul 29, 2020

BUY
$134.06 - $191.65 $215,568 - $308,173
1,608 New
1,608 $301,000
Q3 2019

Nov 05, 2019

SELL
$139.72 - $159.97 $2.45 Million - $2.8 Million
-17,510 Closed
0 $0
Q2 2019

Aug 05, 2019

BUY
$145.1 - $165.96 $962,013 - $1.1 Million
6,630 Added 60.94%
17,510 $2.66 Million
Q1 2019

May 06, 2019

BUY
$130.4 - $166.95 $1.42 Million - $1.82 Million
10,880 New
10,880 $1.72 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 $311B
  • 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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