A detailed history of Worth Financial Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 2,438 shares of CRM stock, worth $757,681. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,438
Previous 2,362 3.22%
Holding current value
$757,681
Previous $607 Million 9.89%
% of portfolio
0.39%
Previous 0.4%

Shares

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

Oct 24, 2024

BUY
$238.42 - $276.53 $18,119 - $21,016
76 Added 3.22%
2,438 $667 Million
Q2 2024

Jul 26, 2024

BUY
$218.01 - $304.74 $131,024 - $183,148
601 Added 34.13%
2,362 $607 Million
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $8,538 - $10,773
34 Added 1.97%
1,761 $530 Million
Q4 2023

Jan 19, 2024

SELL
$196.25 - $267.25 $2,943 - $4,008
-15 Reduced 0.86%
1,727 $454 Million
Q3 2023

Oct 13, 2023

BUY
$202.49 - $234.37 $10,124 - $11,718
50 Added 2.96%
1,742 $353 Million
Q2 2023

Jul 28, 2023

SELL
$188.89 - $223.38 $26,822 - $31,719
-142 Reduced 7.74%
1,692 $357 Million
Q1 2023

Apr 19, 2023

BUY
$134.8 - $199.78 $5,257 - $7,791
39 Added 2.17%
1,834 $366 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $230,136 - $296,659
1,795 New
1,795 $238 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 $311B
  • 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 Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.