A detailed history of Warren Street Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 862 shares of CRM stock, worth $294,571. This represents 0.1% of its overall portfolio holdings.

Number of Shares
862
Previous 859 0.35%
Holding current value
$294,571
Previous $220,000 6.82%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$238.42 - $276.53 $715 - $829
3 Added 0.35%
862 $235,000
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $4,360 - $6,094
20 Added 2.38%
859 $220,000
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $17,076 - $21,547
68 Added 8.82%
839 $252,000
Q4 2023

Mar 19, 2024

BUY
$196.25 - $267.25 $151,308 - $206,049
771 New
771 $202,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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