A detailed history of 1858 Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 917 shares of CRM stock, worth $313,357. This represents 0.21% of its overall portfolio holdings.

Number of Shares
917
Previous 917 -0.0%
Holding current value
$313,357
Previous $236 Million 6.46%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Jul 18, 2024

SELL
$218.01 - $304.74 $32,265 - $45,101
-148 Reduced 13.9%
917 $236 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $209,006 - $284,621
1,065 New
1,065 $280 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 $342B
  • 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 1858 Wealth Management, LLC Portfolio

Follow 1858 Wealth Management, 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 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.