A detailed history of Trinity Point Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 7,934 shares of CRM stock, worth $2.66 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,934
Previous 7,510 5.65%
Holding current value
$2.66 Million
Previous $1.93 Million 12.49%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Nov 07, 2024

BUY
$238.42 - $276.53 $101,090 - $117,248
424 Added 5.65%
7,934 $2.17 Million
Q2 2024

Jul 30, 2024

SELL
$218.01 - $304.74 $101,374 - $141,704
-465 Reduced 5.83%
7,510 $1.93 Million
Q1 2024

May 08, 2024

SELL
$251.12 - $316.88 $15,318 - $19,329
-61 Reduced 0.76%
7,975 $2.4 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $26,101 - $35,544
133 Added 1.68%
8,036 $2.11 Million
Q3 2023

Nov 08, 2023

SELL
$202.49 - $234.37 $127,163 - $147,184
-628 Reduced 7.36%
7,903 $1.6 Million
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $3,022 - $3,574
-16 Reduced 0.19%
8,531 $1.8 Million
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $81,284 - $120,467
603 Added 7.59%
8,547 $1.71 Million
Q4 2022

Feb 07, 2023

SELL
$128.21 - $165.27 $249,112 - $321,119
-1,943 Reduced 19.65%
7,944 $1.05 Million
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $177,354 - $235,835
1,233 Added 14.25%
9,887 $1.42 Million
Q2 2022

Aug 05, 2022

SELL
$155.6 - $218.85 $49,014 - $68,937
-315 Reduced 3.51%
8,654 $1.43 Million
Q1 2022

May 13, 2022

BUY
$190.54 - $255.46 $146,334 - $196,193
768 Added 9.36%
8,969 $1.9 Million
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $43,014 - $53,933
-174 Reduced 2.08%
8,201 $2.08 Million
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $6,176 - $7,426
26 Added 0.31%
8,375 $2.27 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $1.76 Million - $2.06 Million
8,349 New
8,349 $2.04 Million
Q3 2020

Nov 13, 2020

SELL
$185.51 - $281.25 $215,562 - $326,812
-1,162 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $155,777 - $222,697
1,162 New
1,162 $218,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $336B
  • 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 Trinity Point Wealth, LLC Portfolio

Follow Trinity Point 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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.