A detailed history of Sugarloaf Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 76 shares of CRM stock, worth $25,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 76 -0.0%
Holding current value
$25,970
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 26, 2023

SELL
$134.8 - $199.78 $21,972 - $32,564
-163 Reduced 68.2%
76 $15,000
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $31,924 - $41,152
-249 Reduced 51.02%
239 $31,000
Q3 2022

Oct 11, 2022

SELL
$143.84 - $191.27 $3,883 - $5,164
-27 Reduced 5.24%
488 $71,000
Q2 2022

Jul 12, 2022

BUY
$155.6 - $218.85 $20,539 - $28,888
132 Added 34.46%
515 $85,000
Q1 2022

Apr 25, 2022

BUY
$190.54 - $255.46 $16,195 - $21,714
85 Added 28.52%
383 $81,000
Q4 2021

Jan 20, 2022

BUY
$247.21 - $309.96 $31,890 - $39,984
129 Added 76.33%
298 $76,000
Q3 2021

Oct 20, 2021

BUY
$237.55 - $285.63 $14,490 - $17,423
61 Added 56.48%
169 $46,000
Q2 2021

Jul 20, 2021

BUY
$210.54 - $246.26 $6,737 - $7,880
32 Added 42.11%
108 $26,000
Q4 2019

Jan 29, 2020

BUY
$142.33 - $164.98 $10,817 - $12,538
76 New
76 $12,000

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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