A detailed history of Moss Adams Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 2,631 shares of CRM stock, worth $878,438. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,631
Previous 2,397 9.76%
Holding current value
$878,438
Previous $657 Million 34.04%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$270.87 - $367.87 $63,383 - $86,081
234 Added 9.76%
2,631 $881 Million
Q3 2024

Oct 17, 2024

BUY
$238.42 - $276.53 $162,840 - $188,869
683 Added 39.85%
2,397 $657 Million
Q2 2024

Jul 23, 2024

SELL
$218.01 - $304.74 $34,227 - $47,844
-157 Reduced 8.39%
1,714 $441 Million
Q1 2024

May 07, 2024

BUY
$251.12 - $316.88 $261,667 - $330,188
1,042 Added 125.69%
1,871 $564 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $162,691 - $221,550
829 New
829 $218 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 $334B
  • 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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