A detailed history of Vahanian & Associates Financial Planning Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 3,075 shares of CRM stock, worth $1.01 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
3,075
Previous 3,985 22.84%
Holding current value
$1.01 Million
Previous $808,000 0.12%
% of portfolio
3.3%
Previous 2.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

SELL
$196.25 - $267.25 $178,587 - $243,197
-910 Reduced 22.84%
3,075 $809,000
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $355,113 - $419,954
1,880 Added 89.31%
3,985 $841,000
Q1 2023

Apr 17, 2023

BUY
$134.8 - $199.78 $283,754 - $420,536
2,105 New
2,105 $420,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $330B
  • 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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