A detailed history of True Wealth Design, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 17 shares of CRM stock, worth $5,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 13 30.77%
Holding current value
$5,283
Previous $3.92 Million 11.62%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $872 - $1,218
4 Added 30.77%
17 $4.37 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $1,506 - $1,901
6 Added 85.71%
13 $3.92 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $4,722 - $5,584
-25 Reduced 78.13%
7 $1.48 Million
Q4 2022

Feb 15, 2023

BUY
$128.21 - $165.27 $4,102 - $5,288
32 New
32 $4.24 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 $311B
  • 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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