A detailed history of Wellspring Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 756 shares of CRM stock, worth $245,896. This represents 0.02% of its overall portfolio holdings.

Number of Shares
756
Previous 846 10.64%
Holding current value
$245,896
Previous $218 Million 4.93%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $21,457 - $24,887
-90 Reduced 10.64%
756 $207 Million
Q2 2024

Aug 12, 2024

SELL
$218.01 - $304.74 $53,194 - $74,356
-244 Reduced 22.39%
846 $218 Million
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $26,618 - $33,589
106 Added 10.77%
1,090 $328 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $193,110 - $262,974
984 New
984 $259 Million
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $183,978 - $217,572
974 New
974 $206 Million
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $142,685 - $200,685
-917 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$190.54 - $255.46 $3,048 - $4,087
-16 Reduced 1.71%
917 $195,000
Q4 2021

Jan 03, 2022

BUY
$247.21 - $309.96 $4,696 - $5,889
19 Added 2.08%
933 $237,000
Q3 2021

Nov 12, 2021

BUY
$237.55 - $285.63 $4,275 - $5,141
18 Added 2.01%
914 $248,000
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $188,643 - $220,648
896 New
896 $219,000
Q1 2021

May 17, 2021

SELL
$205.33 - $248.59 $198,759 - $240,635
-968 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $213,105 - $258,523
968 New
968 $215,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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