A detailed history of Taylor Wealth Management Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Taylor Wealth Management Partners holds 3,798 shares of CRM stock, worth $1.3 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,798
Previous 3,908 2.81%
Holding current value
$1.3 Million
Previous $830,000 24.46%
% of portfolio
0.36%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $17,116 - $24,073
-110 Reduced 2.81%
3,798 $627,000
Q1 2022

May 11, 2022

SELL
$190.54 - $255.46 $29,533 - $39,596
-155 Reduced 3.81%
3,908 $830,000
Q4 2021

Jan 28, 2022

BUY
$247.21 - $309.96 $94,187 - $118,094
381 Added 10.35%
4,063 $1.03 Million
Q3 2021

Oct 26, 2021

BUY
$237.55 - $285.63 $874,659 - $1.05 Million
3,682 New
3,682 $999,000

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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