A detailed history of Wetzel Investment Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 1,532 shares of CRM stock, worth $523,974. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,532
Previous 1,333 14.93%
Holding current value
$523,974
Previous $342,000 22.51%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Oct 29, 2024

BUY
$238.42 - $276.53 $47,445 - $55,029
199 Added 14.93%
1,532 $419,000
Q2 2024

Aug 07, 2024

SELL
$218.01 - $304.74 $49,706 - $69,480
-228 Reduced 14.61%
1,333 $342,000
Q1 2024

Apr 23, 2024

SELL
$251.12 - $316.88 $19,085 - $24,082
-76 Reduced 4.64%
1,561 $470,000
Q4 2023

Jan 31, 2024

BUY
$196.25 - $267.25 $321,261 - $437,488
1,637 New
1,637 $431,000

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
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