A detailed history of Wfa Of San Diego, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 17 shares of CRM stock, worth $5,764. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 17 -0.0%
Holding current value
$5,764
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $1,090 - $1,523
5 Added 41.67%
17 $4,000
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $2,266 - $2,680
12 New
12 $2,000
Q2 2022

Jul 28, 2022

BUY
$155.6 - $218.85 $1,400 - $1,969
9 New
9 $1,000
Q1 2022

Apr 25, 2022

SELL
$190.54 - $255.46 $100,033 - $134,116
-525 Closed
0 $0
Q4 2021

Feb 07, 2022

SELL
$247.21 - $309.96 $172,305 - $216,042
-697 Reduced 57.04%
525 $133,000
Q2 2020

Aug 18, 2020

BUY
$134.06 - $191.65 $163,821 - $234,196
1,222 New
1,222 $222,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $339B
  • 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 Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.