A detailed history of Zrc Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 165 shares of CRM stock, worth $54,722. This represents 0.02% of its overall portfolio holdings.

Number of Shares
165
Previous 259 36.29%
Holding current value
$54,722
Previous $66.6 Million 32.18%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 04, 2024

SELL
$238.42 - $276.53 $22,411 - $25,993
-94 Reduced 36.29%
165 $45.2 Million
Q1 2024

Apr 19, 2024

SELL
$251.12 - $316.88 $2,762 - $3,485
-11 Reduced 4.07%
259 $78 Million
Q4 2023

Jan 16, 2024

BUY
$196.25 - $267.25 $52,987 - $72,157
270 New
270 $54.8 Million
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $0 - $0
0 New
0 $11,000
Q2 2023

Jul 06, 2023

BUY
$188.89 - $223.38 $0 - $0
0 New
0 $11,000
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $0 - $0
0 New
0 $11,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • 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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