A detailed history of Vista Wealth Management Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 4,392 shares of CRM stock, worth $1.23 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,392
Previous 4,334 1.34%
Holding current value
$1.23 Million
Previous $1.31 Million 13.49%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 30, 2024

BUY
$218.01 - $304.74 $12,644 - $17,674
58 Added 1.34%
4,392 $1.13 Million
Q1 2024

Apr 29, 2024

SELL
$251.12 - $316.88 $33,398 - $42,145
-133 Reduced 2.98%
4,334 $1.31 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $247,078 - $336,467
1,259 Added 39.25%
4,467 $1.18 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $165,029 - $191,011
815 Added 34.06%
3,208 $650,000
Q2 2023

Aug 02, 2023

SELL
$188.89 - $223.38 $127,689 - $151,004
-676 Reduced 22.03%
2,393 $505,000
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $46,640 - $69,123
346 Added 12.71%
3,069 $613,000
Q4 2022

Feb 07, 2023

SELL
$128.21 - $165.27 $27,949 - $36,028
-218 Reduced 7.41%
2,723 $361,000
Q3 2022

Oct 25, 2022

BUY
$143.84 - $191.27 $8,055 - $10,711
56 Added 1.94%
2,941 $472,000
Q2 2022

Jul 14, 2022

BUY
$155.6 - $218.85 $58,972 - $82,944
379 Added 15.12%
2,885 $472,000
Q1 2022

May 04, 2022

SELL
$190.54 - $255.46 $1,714 - $2,299
-9 Reduced 0.36%
2,506 $532,000
Q4 2021

Jan 19, 2022

SELL
$247.21 - $309.96 $714,189 - $895,474
-2,889 Reduced 53.46%
2,515 $639,000
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $1.06 Million - $1.27 Million
4,460 Added 472.46%
5,404 $1.47 Million
Q2 2021

Jul 27, 2021

BUY
$210.54 - $246.26 $198,749 - $232,469
944 New
944 $231,000
Q1 2021

Apr 26, 2021

SELL
$205.33 - $248.59 $186,850 - $226,216
-910 Closed
0 $0
Q4 2020

Jan 25, 2021

SELL
$220.15 - $267.07 $170,175 - $206,445
-773 Reduced 45.93%
910 $203,000
Q3 2020

Oct 26, 2020

SELL
$185.51 - $281.25 $1,669 - $2,531
-9 Reduced 0.53%
1,683 $423,000
Q2 2020

Jul 14, 2020

SELL
$134.06 - $191.65 $23,862 - $34,113
-178 Reduced 9.52%
1,692 $317,000
Q1 2020

May 01, 2020

BUY
$124.3 - $193.36 $42,262 - $65,742
340 Added 22.22%
1,870 $269,000
Q4 2019

Feb 03, 2020

BUY
$142.33 - $164.98 $217,764 - $252,419
1,530 New
1,530 $249,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $281B
  • 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 Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, 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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.