A detailed history of Wealth Alliance Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 3,465 shares of CRM stock, worth $1.18 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,465
Previous 3,509 1.25%
Holding current value
$1.18 Million
Previous $902,000 5.1%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Oct 18, 2024

SELL
$238.42 - $276.53 $10,490 - $12,167
-44 Reduced 1.25%
3,465 $948,000
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $190,540 - $266,342
874 Added 33.17%
3,509 $902,000
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $2,008 - $2,535
8 Added 0.3%
2,635 $793,000
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $111,666 - $152,065
569 Added 27.65%
2,627 $691,000
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $36,853 - $42,655
182 Added 9.7%
2,058 $417,000
Q2 2023

Jul 13, 2023

BUY
$188.89 - $223.38 $354,357 - $419,060
1,876 New
1,876 $396,000

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
Track This Portfolio

Track Wealth Alliance Advisory Group, LLC Portfolio

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

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.