A detailed history of Transatlantique Private Wealth LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Transatlantique Private Wealth LLC holds 14,032 shares of CRM stock, worth $3.59 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
14,032
Previous 14,376 2.39%
Holding current value
$3.59 Million
Previous $3.78 Million 11.74%
% of portfolio
1.87%
Previous 1.79%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $86,385 - $109,006
-344 Reduced 2.39%
14,032 $4.23 Million
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $69,080 - $94,072
-352 Reduced 2.39%
14,376 $3.78 Million
Q3 2023

Jun 25, 2024

BUY
$202.49 - $234.37 $140,933 - $163,121
696 Added 4.96%
14,728 $2.99 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $3,644 - $4,218
18 Added 0.12%
14,728 $2.98 Million
Q2 2023

Jun 25, 2024

SELL
$188.89 - $223.38 $10,388 - $12,285
-55 Reduced 0.37%
14,710 $3.11 Million
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $10,388 - $12,285
-55 Reduced 0.37%
14,710 $3.11 Million
Q1 2023

Jun 25, 2024

BUY
$134.8 - $199.78 $98,808 - $146,438
733 Added 5.22%
14,765 $2.95 Million
Q1 2023

May 05, 2023

BUY
$134.8 - $199.78 $514,531 - $762,560
3,817 Added 34.86%
14,765 $2.93 Million
Q4 2022

Jun 25, 2024

SELL
$128.21 - $165.27 $395,399 - $509,692
-3,084 Reduced 21.98%
10,948 $1.45 Million
Q4 2022

Feb 06, 2023

SELL
$128.21 - $165.27 $215,649 - $277,984
-1,682 Reduced 13.32%
10,948 $1.44 Million
Q3 2022

Nov 04, 2022

BUY
$143.84 - $191.27 $125,572 - $166,978
873 Added 7.43%
12,630 $1.82 Million
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $1.83 Million - $2.57 Million
11,757 New
11,757 $1.94 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 $256B
  • 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 Transatlantique Private Wealth LLC Portfolio

Follow Transatlantique Private Wealth 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 Transatlantique Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transatlantique Private Wealth LLC with notifications on news.