A detailed history of Wealth Collab, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Collab, LLC holds 631 shares of CRM stock, worth $215,814. This represents 0.11% of its overall portfolio holdings.

Number of Shares
631
Previous 659 4.25%
Holding current value
$215,814
Previous $169 Million 1.94%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 14, 2024

SELL
$238.42 - $276.53 $6,675 - $7,742
-28 Reduced 4.25%
631 $173 Million
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $5,668 - $7,923
-26 Reduced 3.8%
659 $169 Million
Q1 2024

May 10, 2024

SELL
$251.12 - $316.88 $12,304 - $15,527
-49 Reduced 6.68%
685 $206 Million
Q4 2023

Apr 03, 2024

BUY
$196.25 - $267.25 $144,047 - $196,161
734 New
734 $193 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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