A detailed history of Balanced Wealth Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Balanced Wealth Group LLC holds 1,059 shares of CRM stock, worth $361,881. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,059
Previous 1,057 0.19%
Holding current value
$361,881
Previous $271 Million 6.99%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 28, 2024

BUY
$238.42 - $276.53 $476 - $553
2 Added 0.19%
1,059 $290 Million
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $50,475 - $63,692
201 Added 23.48%
1,057 $291 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $167,990 - $228,766
856 New
856 $225 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
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