A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Salesforce, Inc. stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 743 shares of CRM stock, worth $254,120. This represents 0.07% of its overall portfolio holdings.

Number of Shares
743
Previous 1,609 53.82%
Holding current value
$254,120
Previous $414 Million 50.83%
% of portfolio
0.07%
Previous 0.15%

Shares

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

Oct 18, 2024

SELL
$238.42 - $276.53 $206,471 - $239,474
-866 Reduced 53.82%
743 $203 Million
Q2 2024

Jul 26, 2024

BUY
$218.01 - $304.74 $64,748 - $90,507
297 Added 22.64%
1,609 $414 Million
Q1 2024

Apr 12, 2024

BUY
$251.12 - $316.88 $329,469 - $415,746
1,312 New
1,312 $395 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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