A detailed history of Strait & Sound Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 3,060 shares of CRM stock, worth $1.05 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,060
Previous 3,599 14.98%
Holding current value
$1.05 Million
Previous $925 Million 9.48%
% of portfolio
0.41%
Previous 0.47%

Shares

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

Nov 15, 2024

SELL
$238.42 - $276.53 $128,508 - $149,049
-539 Reduced 14.98%
3,060 $838 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $156,095 - $218,193
716 Added 24.84%
3,599 $925 Million
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $22,851 - $28,836
91 Added 3.26%
2,883 $863 Million
Q4 2023

Feb 08, 2024

SELL
$196.25 - $267.25 $2,158 - $2,939
-11 Reduced 0.39%
2,792 $758 Million
Q3 2023

Nov 15, 2023

SELL
$202.49 - $234.37 $16,401 - $18,983
-81 Reduced 2.81%
2,803 $568 Million
Q2 2023

Aug 29, 2023

SELL
$188.89 - $223.38 $206,078 - $243,707
-1,091 Reduced 27.45%
2,884 $609 Million
Q1 2023

Aug 29, 2023

SELL
$134.8 - $199.78 $3,100 - $4,594
-23 Reduced 0.58%
3,975 $794 Million
Q4 2022

Feb 16, 2023

BUY
$128.21 - $165.27 $512,583 - $660,749
3,998 New
3,998 $594 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 $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
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound 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 Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.