A detailed history of Wallace Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 4,653 shares of CRM stock, worth $1.15 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
4,653
Previous 4,715 1.31%
Holding current value
$1.15 Million
Previous $956 Million 28.06%
% of portfolio
0.92%
Previous 0.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

SELL
$251.12 - $316.88 $15,569 - $19,646
-62 Reduced 1.31%
4,653 $1.22 Billion
Q4 2023

Jan 08, 2024

SELL
$196.25 - $267.25 $26,690 - $36,346
-136 Reduced 2.8%
4,715 $956 Million
Q3 2023

Oct 05, 2023

SELL
$202.49 - $234.37 $280,246 - $324,368
-1,384 Reduced 22.2%
4,851 $1.02 Billion
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $216,893 - $321,446
1,609 Added 34.78%
6,235 $1.25 Billion
Q4 2022

Feb 21, 2023

BUY
$128.21 - $165.27 $593,099 - $764,539
4,626 New
4,626 $613 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 $248B
  • 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 Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory 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 Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.