A detailed history of Sweet Financial Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 954 shares of CRM stock, worth $314,810. This represents 0.06% of its overall portfolio holdings.

Number of Shares
954
Previous 953 0.1%
Holding current value
$314,810
Previous $245,000 6.53%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 16, 2024

BUY
$238.42 - $276.53 $238 - $276
1 Added 0.1%
954 $261,000
Q2 2024

Jul 18, 2024

SELL
$218.01 - $304.74 $15,042 - $21,027
-69 Reduced 6.75%
953 $245,000
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $6,278 - $7,922
25 Added 2.51%
1,022 $307,000
Q4 2023

Jan 12, 2024

BUY
$196.25 - $267.25 $195,661 - $266,448
997 New
997 $262,000
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $180,012 - $212,881
953 New
953 $201,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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