A detailed history of Vista Private Wealth Partners. LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 642 shares of CRM stock, worth $212,919. This represents 0.07% of its overall portfolio holdings.

Number of Shares
642
Previous 642 -0.0%
Holding current value
$212,919
Previous $165,000 6.06%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Aug 05, 2024

SELL
$218.01 - $304.74 $879,234 - $1.23 Million
-4,033 Reduced 86.27%
642 $165,000
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $10,295 - $12,992
-41 Reduced 0.87%
4,675 $1.41 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $31,792 - $43,294
162 Added 3.56%
4,716 $1.24 Million
Q2 2023

Jul 17, 2023

BUY
$188.89 - $223.38 $755 - $893
4 Added 0.09%
4,554 $962,000
Q1 2023

May 09, 2023

SELL
$134.8 - $199.78 $1,348 - $1,997
-10 Reduced 0.22%
4,550 $908,000
Q4 2022

Jan 12, 2023

BUY
$128.21 - $165.27 $25,642 - $33,054
200 Added 4.59%
4,560 $0
Q1 2022

Apr 13, 2022

SELL
$190.54 - $255.46 $1,143 - $1,532
-6 Reduced 0.14%
4,360 $925,000
Q4 2021

Jan 19, 2022

SELL
$247.21 - $309.96 $135,223 - $169,548
-547 Reduced 11.13%
4,366 $1.11 Million
Q3 2020

Dec 22, 2020

SELL
$185.51 - $281.25 $333,918 - $506,250
-1,800 Reduced 26.81%
4,913 $1.24 Million
Q1 2020

Apr 16, 2020

BUY
$124.3 - $193.36 $745 - $1,160
6 Added 0.09%
6,713 $913,000
Q2 2019

Aug 27, 2019

BUY
$145.1 - $165.96 $973,185 - $1.11 Million
6,707 New
6,707 $980,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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