A detailed history of Transform Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 50,165 shares of CRM stock, worth $17 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
50,165
Holding current value
$17 Million
% of portfolio
0.94%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $12 Million - $13.9 Million
50,165 New
50,165 $13.7 Million
Q2 2022

Jul 15, 2022

SELL
$155.6 - $218.85 $4.85 Million - $6.82 Million
-31,145 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$190.54 - $255.46 $516,553 - $692,552
2,711 Added 9.53%
31,145 $6.61 Million
Q4 2021

Jan 26, 2022

BUY
$247.21 - $309.96 $3,460 - $4,339
14 Added 0.05%
28,434 $7.23 Million
Q3 2021

Oct 15, 2021

BUY
$237.55 - $285.63 $44,659 - $53,698
188 Added 0.67%
28,420 $7.71 Million
Q2 2021

Jul 20, 2021

BUY
$210.54 - $246.26 $1.94 Million - $2.27 Million
9,213 Added 48.44%
28,232 $6.9 Million
Q1 2021

Apr 22, 2021

SELL
$205.33 - $248.59 $25,871 - $31,322
-126 Reduced 0.66%
19,019 $4.03 Million
Q4 2020

Jan 20, 2021

SELL
$220.15 - $267.07 $1.78 Million - $2.15 Million
-8,069 Reduced 29.65%
19,145 $4.26 Million
Q3 2020

Oct 21, 2020

SELL
$185.51 - $281.25 $207,400 - $314,437
-1,118 Reduced 3.95%
27,214 $6.84 Million
Q2 2020

Jul 22, 2020

BUY
$134.06 - $191.65 $110,197 - $157,536
822 Added 2.99%
28,332 $5.31 Million
Q1 2020

Apr 30, 2020

BUY
$124.3 - $193.36 $3.42 Million - $5.32 Million
27,510 New
27,510 $3.96 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 $338B
  • 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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