A detailed history of Trinity Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 1,002 shares of CRM stock, worth $342,403. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,002
Previous 1,002 -0.0%
Holding current value
$342,403
Previous $257,000 6.61%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 18, 2023

SELL
$202.49 - $234.37 $7,492 - $8,671
-37 Reduced 3.56%
1,002 $203,000
Q2 2023

Jul 20, 2023

BUY
$188.89 - $223.38 $196,256 - $232,091
1,039 New
1,039 $219,000

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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