A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 864 shares of CRM stock, worth $292,420. This represents 0.14% of its overall portfolio holdings.

Number of Shares
864
Previous 882 2.04%
Holding current value
$292,420
Previous $227 Million 4.29%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $4,291 - $4,977
-18 Reduced 2.04%
864 $236 Million
Q2 2024

Jul 23, 2024

BUY
$218.01 - $304.74 $5,232 - $7,313
24 Added 2.8%
882 $227 Million
Q1 2024

May 08, 2024

SELL
$251.12 - $316.88 $4,017 - $5,070
-16 Reduced 1.83%
858 $258 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $171,522 - $233,576
874 New
874 $230 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 $338B
  • 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 Keyes, Stange & Wooten Wealth Management, LLC Portfolio

Follow Keyes, Stange & Wooten 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 Keyes, Stange & Wooten Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyes, Stange & Wooten Wealth Management, LLC with notifications on news.