A detailed history of Wealth Management Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Management Partners, LLC holds 7,757 shares of CRM stock, worth $2.6 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
7,757
Previous 8,043 3.56%
Holding current value
$2.6 Million
Previous $2.07 Million 2.71%
% of portfolio
1.0%
Previous 1.02%

Shares

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

Oct 21, 2024

SELL
$238.42 - $276.53 $68,188 - $79,087
-286 Reduced 3.56%
7,757 $2.12 Million
Q2 2024

Jul 12, 2024

BUY
$218.01 - $304.74 $28,777 - $40,225
132 Added 1.67%
8,043 $2.07 Million
Q1 2024

Apr 12, 2024

SELL
$251.12 - $316.88 $32,896 - $41,511
-131 Reduced 1.63%
7,911 $2.38 Million
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $2,355 - $3,207
12 Added 0.15%
8,042 $2.12 Million
Q3 2023

Oct 24, 2023

BUY
$202.49 - $234.37 $129,593 - $149,996
640 Added 8.66%
8,030 $1.63 Million
Q2 2023

Jul 24, 2023

BUY
$188.89 - $223.38 $114,845 - $135,815
608 Added 8.96%
7,390 $1.56 Million
Q1 2023

Apr 14, 2023

SELL
$134.8 - $199.78 $29,386 - $43,552
-218 Reduced 3.11%
6,782 $1.35 Million
Q1 2022

Apr 13, 2022

BUY
$190.54 - $255.46 $190,540 - $255,460
1,000 Added 16.67%
7,000 $1.43 Million
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $3,708 - $4,649
15 Added 0.25%
6,000 $1.59 Million
Q3 2021

Oct 29, 2021

BUY
$237.55 - $285.63 $41,333 - $49,699
174 Added 2.99%
5,985 $1.62 Million
Q2 2021

Jul 14, 2021

SELL
$210.54 - $246.26 $29,054 - $33,983
-138 Reduced 2.32%
5,811 $1.42 Million
Q1 2021

Apr 15, 2021

BUY
$205.33 - $248.59 $185,618 - $224,725
904 Added 17.92%
5,949 $1.31 Million
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $1.11 Million - $1.35 Million
5,045 New
5,045 $1.14 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 $336B
  • 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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