A detailed history of Wcg Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 15,330 shares of CRM stock, worth $5.28 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
15,330
Previous 16,448 6.8%
Holding current value
$5.28 Million
Previous $4.23 Million 0.78%
% of portfolio
0.28%
Previous 0.31%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $266,553 - $309,160
-1,118 Reduced 6.8%
15,330 $4.2 Million
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $1.09 Million - $1.53 Million
5,020 Added 43.93%
16,448 $4.23 Million
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $1.28 Million - $1.62 Million
-5,111 Reduced 30.9%
11,428 $3.44 Million
Q4 2023

Feb 08, 2024

BUY
$196.25 - $267.25 $122,067 - $166,229
622 Added 3.91%
16,539 $4.35 Million
Q3 2023

Nov 09, 2023

BUY
$202.49 - $234.37 $847,825 - $981,307
4,187 Added 35.69%
15,917 $3.27 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $2.22 Million - $2.62 Million
11,730 New
11,730 $2.48 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $730,419 - $971,269
5,078 New
5,078 $730,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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