A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 1,342 shares of CRM stock, worth $458,588. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,342
Previous 1,220 10.0%
Holding current value
$458,588
Previous $367,000 5.99%
% of portfolio
0.36%
Previous 0.39%

Shares

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

Aug 14, 2024

BUY
$218.01 - $304.74 $26,597 - $37,178
122 Added 10.0%
1,342 $345,000
Q4 2023

Feb 13, 2024

SELL
$196.25 - $267.25 $16,681 - $22,716
-85 Reduced 6.51%
1,220 $321,000
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $7,087 - $8,202
-35 Reduced 2.61%
1,305 $264,000
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $180,632 - $267,705
1,340 New
1,340 $268,000
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $1,556 - $2,188
10 Added 0.73%
1,386 $229,000
Q1 2022

Apr 22, 2022

BUY
$190.54 - $255.46 $52,589 - $70,506
276 Added 25.09%
1,376 $292,000
Q4 2021

Jan 14, 2022

BUY
$247.21 - $309.96 $271,931 - $340,956
1,100 New
1,100 $280,000

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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