A detailed history of Wealth Bridge Capital Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 799 shares of CRM stock, worth $264,988. This represents 0.06% of its overall portfolio holdings.

Number of Shares
799
Holding current value
$264,988
% of portfolio
0.06%

Shares

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

Oct 07, 2024

BUY
$238.42 - $276.53 $190,497 - $220,947
799 New
799 $218,000
Q3 2023

Nov 08, 2023

BUY
$202.49 - $234.37 $2,227 - $2,578
11 Added 1.0%
1,109 $224,000
Q2 2023

Aug 01, 2023

BUY
$188.89 - $223.38 $3,211 - $3,797
17 Added 1.57%
1,098 $231,000
Q1 2023

May 10, 2023

BUY
$134.8 - $199.78 $145,718 - $215,962
1,081 New
1,081 $215,000
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $466 - $656
-3 Reduced 0.15%
2,022 $334,000
Q1 2022

Apr 15, 2022

BUY
$190.54 - $255.46 $1,143 - $1,532
6 Added 0.3%
2,025 $430,000
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $27,193 - $34,095
-110 Reduced 5.17%
2,019 $513,000
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $26,843 - $32,276
-113 Reduced 5.04%
2,129 $577,000
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $421 - $492
2 Added 0.09%
2,242 $548,000
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $7,802 - $9,446
38 Added 1.73%
2,240 $475,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $1,981 - $2,403
9 Added 0.41%
2,202 $490,000
Q3 2020

Nov 13, 2020

BUY
$185.51 - $281.25 $406,823 - $616,781
2,193 New
2,193 $551,000
Q2 2019

Aug 13, 2019

SELL
$145.1 - $165.96 $125,366 - $143,389
-864 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $25,949 - $33,223
199 Added 29.92%
864 $135,000
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $80,245 - $106,306
665 New
665 $91,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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 Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital Management, 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 Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.