A detailed history of Wealth Advisors Of Iowa, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 3,028 shares of CRM stock, worth $1.03 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,028
Previous 3,024 0.13%
Holding current value
$1.03 Million
Previous $777,000 106566.8%
% of portfolio
0.42%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $953 - $1,106
4 Added 0.13%
3,028 $829 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $1,090 - $1,523
5 Added 0.17%
3,024 $777,000
Q1 2024

May 07, 2024

SELL
$251.12 - $316.88 $458,294 - $578,306
-1,825 Reduced 37.68%
3,019 $909,000
Q2 2023

Jul 25, 2023

SELL
$188.89 - $223.38 $113,711 - $134,474
-602 Reduced 11.05%
4,844 $1.02 Million
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $734,120 - $1.09 Million
5,446 New
5,446 $1.09 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 $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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