A detailed history of Sonoma Private Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 976 shares of CRM stock, worth $321,064. This represents 0.53% of its overall portfolio holdings.

Number of Shares
976
Holding current value
$321,064
% of portfolio
0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$270.87 - $367.87 $264,369 - $359,041
976 New
976 $326 Million
Q1 2024

May 09, 2024

SELL
$251.12 - $316.88 $19,587 - $24,716
-78 Reduced 3.25%
2,322 $699 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $471,000 - $641,400
2,400 New
2,400 $632 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 $329B
  • 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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