A detailed history of True Private Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, True Private Wealth Advisors holds 5,864 shares of CRM stock, worth $2.01 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,864
Previous 5,895 0.53%
Holding current value
$2.01 Million
Previous $1.52 Million 5.94%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $7,391 - $8,572
-31 Reduced 0.53%
5,864 $1.61 Million
Q2 2024

Jul 16, 2024

BUY
$218.01 - $304.74 $7,630 - $10,665
35 Added 0.6%
5,895 $1.52 Million
Q1 2024

Apr 25, 2024

SELL
$251.12 - $316.88 $11,300 - $14,259
-45 Reduced 0.76%
5,860 $1.76 Million
Q4 2023

Jan 30, 2024

SELL
$196.25 - $267.25 $95,966 - $130,685
-489 Reduced 7.65%
5,905 $1.55 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $24,703 - $28,593
122 Added 1.95%
6,394 $1.3 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $19,455 - $23,008
-103 Reduced 1.62%
6,272 $1.33 Million
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $2,561 - $3,795
19 Added 0.3%
6,375 $1.27 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $25,385 - $32,723
-198 Reduced 3.02%
6,356 $842,000
Q3 2022

Nov 04, 2022

SELL
$143.84 - $191.27 $12,082 - $16,066
-84 Reduced 1.27%
6,554 $942,000
Q2 2022

Jul 28, 2022

SELL
$155.6 - $218.85 $53,837 - $75,722
-346 Reduced 4.95%
6,638 $1.1 Million
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $177,773 - $238,344
-933 Reduced 11.78%
6,984 $1.3 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $54,880 - $68,811
222 Added 2.88%
7,917 $2.01 Million
Q3 2021

Nov 05, 2021

BUY
$237.55 - $285.63 $1,187 - $1,428
5 Added 0.07%
7,695 $2.09 Million
Q2 2021

Aug 10, 2021

BUY
$210.54 - $246.26 $19,580 - $22,902
93 Added 1.22%
7,690 $1.88 Million
Q1 2021

May 12, 2021

BUY
$205.33 - $248.59 $14,783 - $17,898
72 Added 0.96%
7,597 $1.61 Million
Q4 2020

Jan 11, 2021

BUY
$220.15 - $267.07 $7,925 - $9,614
36 Added 0.48%
7,525 $1.67 Million
Q3 2020

Oct 09, 2020

SELL
$185.51 - $281.25 $927 - $1,406
-5 Reduced 0.07%
7,489 $1.88 Million
Q2 2020

Jul 07, 2020

BUY
$134.06 - $191.65 $48,797 - $69,760
364 Added 5.11%
7,494 $1.4 Million
Q1 2020

Apr 20, 2020

SELL
$124.3 - $193.36 $3,480 - $5,414
-28 Reduced 0.39%
7,130 $1.03 Million
Q4 2019

Jan 27, 2020

BUY
$142.33 - $164.98 $160,548 - $186,097
1,128 Added 18.71%
7,158 $1.16 Million
Q3 2019

Oct 09, 2019

SELL
$139.72 - $159.97 $3,353 - $3,839
-24 Reduced 0.4%
6,030 $895,000
Q2 2019

Aug 01, 2019

SELL
$145.1 - $165.96 $12,333 - $14,106
-85 Reduced 1.38%
6,054 $918,000
Q1 2019

Apr 25, 2019

SELL
$130.4 - $166.95 $28,036 - $35,894
-215 Reduced 3.38%
6,139 $972,000
Q4 2018

Jan 14, 2019

SELL
$120.67 - $159.86 $24,013 - $31,812
-199 Reduced 3.04%
6,354 $870,000
Q3 2018

Oct 18, 2018

BUY
$137.15 - $160.43 $11,109 - $12,994
81 Added 1.25%
6,553 $0
Q2 2018

Jul 13, 2018

BUY
$115.3 - $139.8 $55,574 - $67,383
482 Added 8.05%
6,472 $882,000
Q1 2018

Apr 25, 2018

SELL
$104.03 - $127.99 $10,403 - $12,799
-100 Reduced 1.64%
5,990 $696,000
Q4 2017

Jan 19, 2018

BUY
$93.94 - $108.8 $7,515 - $8,704
80 Added 1.33%
6,090 $622,000
Q2 2017

Aug 07, 2017

BUY
N/A
6,010
6,010 $520,000

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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