A detailed history of Wolf Group Capital Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Wolf Group Capital Advisors holds 7,523 shares of CRM stock, worth $2.57 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
7,523
Previous 7,182 4.75%
Holding current value
$2.57 Million
Previous $1.85 Million 11.54%
% of portfolio
0.88%
Previous 0.74%

Shares

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

Oct 31, 2024

BUY
$238.42 - $276.53 $81,301 - $94,296
341 Added 4.75%
7,523 $2.06 Million
Q2 2024

Jul 30, 2024

SELL
$218.01 - $304.74 $74,341 - $103,916
-341 Reduced 4.53%
7,182 $1.85 Million
Q4 2023

Jan 22, 2024

BUY
$196.25 - $267.25 $40,035 - $54,519
204 Added 2.79%
7,523 $1.98 Million
Q3 2023

Oct 31, 2023

SELL
$202.49 - $234.37 $43,535 - $50,389
-215 Reduced 2.85%
7,319 $1.48 Million
Q2 2023

Jul 31, 2023

SELL
$188.89 - $223.38 $163,578 - $193,447
-866 Reduced 10.31%
7,534 $1.59 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $90,450 - $134,052
-671 Reduced 7.4%
8,400 $1.68 Million
Q4 2022

Feb 06, 2023

SELL
$128.21 - $165.27 $28,975 - $37,351
-226 Reduced 2.43%
9,071 $1.2 Million
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $1,150 - $1,530
-8 Reduced 0.09%
9,297 $1.34 Million
Q2 2022

Jul 20, 2022

SELL
$155.6 - $218.85 $76,710 - $107,893
-493 Reduced 5.03%
9,305 $1.54 Million
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $3.91 Million - $5.24 Million
-20,502 Reduced 67.66%
9,798 $2.08 Million
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $5.04 Million - $6.32 Million
20,382 Added 205.51%
30,300 $7.7 Million
Q3 2021

Oct 20, 2021

SELL
$237.55 - $285.63 $8,551 - $10,282
-36 Reduced 0.36%
9,918 $2.69 Million
Q2 2021

Jul 28, 2021

BUY
$210.54 - $246.26 $79,584 - $93,086
378 Added 3.95%
9,954 $2.43 Million
Q1 2021

Apr 19, 2021

BUY
$205.33 - $248.59 $1.97 Million - $2.38 Million
9,576 New
9,576 $2.03 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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