A detailed history of Waypoint Wealth Partners Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 1,870 shares of CRM stock, worth $581,158. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,870
Previous 1,545 21.04%
Holding current value
$581,158
Previous $397,000 28.72%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 08, 2024

BUY
$238.42 - $276.53 $77,486 - $89,872
325 Added 21.04%
1,870 $511,000
Q2 2024

Jul 24, 2024

SELL
$218.01 - $304.74 $86,331 - $120,677
-396 Reduced 20.4%
1,545 $397,000
Q1 2024

Apr 24, 2024

BUY
$251.12 - $316.88 $17,578 - $22,181
70 Added 3.74%
1,941 $584,000
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $63,781 - $86,856
325 Added 21.02%
1,871 $492,000
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $134 - $199
1 Added 0.06%
1,546 $308,000
Q3 2022

Oct 26, 2022

SELL
$143.84 - $191.27 $1,150 - $1,530
-8 Reduced 0.52%
1,545 $222,000
Q1 2022

May 09, 2022

SELL
$190.54 - $255.46 $31,058 - $41,639
-163 Reduced 9.5%
1,553 $330,000
Q4 2021

Feb 09, 2022

BUY
$247.21 - $309.96 $42,272 - $53,003
171 Added 11.07%
1,716 $436,000
Q2 2021

Aug 06, 2021

SELL
$210.54 - $246.26 $316,231 - $369,882
-1,502 Reduced 49.29%
1,545 $377,000
Q1 2021

May 10, 2021

BUY
$205.33 - $248.59 $308,405 - $373,382
1,502 Added 97.22%
3,047 $646,000
Q4 2020

Jan 29, 2021

BUY
$220.15 - $267.07 $340,131 - $412,623
1,545 New
1,545 $344,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $311B
  • 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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