A detailed history of Wr Wealth Planners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 412 shares of CRM stock, worth $128,041. This represents 0.03% of its overall portfolio holdings.

Number of Shares
412
Previous 411 0.24%
Holding current value
$128,041
Previous $105,000 6.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 17, 2024

BUY
$238.42 - $276.53 $238 - $276
1 Added 0.24%
412 $112,000
Q2 2024

Jul 31, 2024

SELL
$218.01 - $304.74 $9,156 - $12,799
-42 Reduced 9.27%
411 $105,000
Q1 2024

Jul 31, 2024

BUY
$251.12 - $316.88 $113,757 - $143,546
453 New
453 $136,000
Q3 2023

Aug 01, 2024

SELL
$202.49 - $234.37 $26,728 - $30,936
-132 Reduced 36.67%
228 $46.2 Million
Q2 2023

Aug 01, 2024

SELL
$188.89 - $223.38 $9,633 - $11,392
-51 Reduced 12.41%
360 $76.1 Million
Q1 2023

Aug 01, 2024

SELL
$134.8 - $199.78 $21,163 - $31,365
-157 Reduced 38.2%
254 $50.7 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
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