A detailed history of Yoder Wealth Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 1,181 shares of CRM stock, worth $305,394. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,181
Previous 1,177 0.34%
Holding current value
$305,394
Previous $354 Million 14.35%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Jul 23, 2024

BUY
$218.01 - $304.74 $872 - $1,218
4 Added 0.34%
1,181 $304 Million
Q1 2024

Apr 19, 2024

SELL
$251.12 - $316.88 $5,524 - $6,971
-22 Reduced 1.83%
1,177 $354 Million
Q4 2023

Feb 02, 2024

SELL
$196.25 - $267.25 $7,261 - $9,888
-37 Reduced 2.99%
1,199 $316 Million
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $10,934 - $12,655
54 Added 4.57%
1,236 $251 Million
Q2 2023

Aug 04, 2023

BUY
$188.89 - $223.38 $11,333 - $13,402
60 Added 5.35%
1,182 $250 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $151,245 - $224,153
1,122 New
1,122 $224 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 $259B
  • 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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