A detailed history of Triangle Securities Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Triangle Securities Wealth Management holds 8,947 shares of CRM stock, worth $3.07 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
8,947
Previous 9,028 0.9%
Holding current value
$3.07 Million
Previous $2.32 Million 5.47%
% of portfolio
0.65%
Previous 0.67%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $19,312 - $22,398
-81 Reduced 0.9%
8,947 $2.45 Million
Q2 2024

Jul 10, 2024

BUY
$218.01 - $304.74 $9,374 - $13,103
43 Added 0.48%
9,028 $2.32 Million
Q1 2024

Apr 10, 2024

SELL
$251.12 - $316.88 $24,860 - $31,371
-99 Reduced 1.09%
8,985 $2.71 Million
Q4 2023

Jan 10, 2024

SELL
$196.25 - $267.25 $11,775 - $16,035
-60 Reduced 0.66%
9,084 $2.39 Million
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $2,429 - $2,812
12 Added 0.13%
9,144 $1.85 Million
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $39,289 - $46,463
-208 Reduced 2.23%
9,132 $1.93 Million
Q1 2023

Apr 20, 2023

SELL
$134.8 - $199.78 $156,233 - $231,545
-1,159 Reduced 11.04%
9,340 $1.87 Million
Q4 2022

Jan 11, 2023

SELL
$128.21 - $165.27 $64,617 - $83,296
-504 Reduced 4.58%
10,499 $0
Q3 2022

Oct 19, 2022

BUY
$143.84 - $191.27 $26,610 - $35,384
185 Added 1.71%
11,003 $1.58 Million
Q2 2022

Jul 11, 2022

BUY
$155.6 - $218.85 $57,572 - $80,974
370 Added 3.54%
10,818 $1.79 Million
Q1 2022

Apr 13, 2022

SELL
$190.54 - $255.46 $3,239 - $4,342
-17 Reduced 0.16%
10,448 $2.22 Million
Q4 2021

Jan 14, 2022

SELL
$247.21 - $309.96 $2,472 - $3,099
-10 Reduced 0.1%
10,465 $2.66 Million
Q3 2021

Oct 14, 2021

BUY
$237.55 - $285.63 $26,843 - $32,276
113 Added 1.09%
10,475 $2.84 Million
Q2 2021

Jul 12, 2021

BUY
$210.54 - $246.26 $76,215 - $89,146
362 Added 3.62%
10,362 $2.53 Million
Q1 2021

Apr 12, 2021

BUY
$205.33 - $248.59 $96,915 - $117,334
472 Added 4.95%
10,000 $2.12 Million
Q4 2020

Jan 11, 2021

SELL
$220.15 - $267.07 $13,429 - $16,291
-61 Reduced 0.64%
9,528 $2.12 Million
Q3 2020

Oct 09, 2020

SELL
$185.51 - $281.25 $12,058 - $18,281
-65 Reduced 0.67%
9,589 $2.41 Million
Q2 2020

Jul 08, 2020

BUY
$134.06 - $191.65 $12,333 - $17,631
92 Added 0.96%
9,654 $1.81 Million
Q1 2020

Apr 06, 2020

SELL
$124.3 - $193.36 $1,243 - $1,933
-10 Reduced 0.1%
9,562 $1.38 Million
Q4 2019

Jan 09, 2020

BUY
$142.33 - $164.98 $21,064 - $24,417
148 Added 1.57%
9,572 $1.56 Million
Q3 2019

Oct 15, 2019

SELL
$139.72 - $159.97 $461,076 - $527,901
-3,300 Reduced 25.94%
9,424 $1.4 Million
Q2 2019

Jul 10, 2019

BUY
$145.1 - $165.96 $53,687 - $61,405
370 Added 2.99%
12,724 $1.94 Million
Q1 2019

Apr 08, 2019

BUY
$130.4 - $166.95 $6,780 - $8,681
52 Added 0.42%
12,354 $1.96 Million
Q4 2018

Jan 17, 2019

BUY
$120.67 - $159.86 $47,664 - $63,144
395 Added 3.32%
12,302 $1.69 Million
Q3 2018

Oct 04, 2018

SELL
$137.15 - $160.43 $20,572 - $24,064
-150 Reduced 1.24%
11,907 $1.89 Million
Q2 2018

Jul 12, 2018

BUY
$115.3 - $139.8 $7,494 - $9,087
65 Added 0.54%
12,057 $1.65 Million
Q1 2018

Apr 11, 2018

SELL
$104.03 - $127.99 $1,872 - $2,303
-18 Reduced 0.15%
11,992 $1.4 Million
Q4 2017

Jan 10, 2018

BUY
$93.94 - $108.8 $469 - $544
5 Added 0.04%
12,010 $1.23 Million
Q3 2017

Oct 11, 2017

BUY
$87.63 - $97.71 $1.05 Million - $1.17 Million
12,005
12,005 $1.12 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 $343B
  • 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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