A detailed history of Accel Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Accel Wealth Management holds 2,284 shares of CRM stock, worth $773,019. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,284
Previous 2,244 1.78%
Holding current value
$773,019
Previous $576,000 8.51%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $9,536 - $11,061
40 Added 1.78%
2,284 $625,000
Q2 2024

Jul 12, 2024

BUY
$218.01 - $304.74 $84,369 - $117,934
387 Added 20.84%
2,244 $576,000
Q1 2024

Apr 19, 2024

BUY
$251.12 - $316.88 $12,556 - $15,844
50 Added 2.77%
1,857 $559,000
Q4 2023

Jan 18, 2024

BUY
$196.25 - $267.25 $15,307 - $20,845
78 Added 4.51%
1,807 $475,000
Q3 2023

Oct 19, 2023

SELL
$202.49 - $234.37 $4,049 - $4,687
-20 Reduced 1.14%
1,729 $350,000
Q2 2023

Jul 24, 2023

SELL
$188.89 - $223.38 $3,022 - $3,574
-16 Reduced 0.91%
1,749 $369,000
Q1 2023

Apr 20, 2023

SELL
$134.8 - $199.78 $13,480 - $19,978
-100 Reduced 5.36%
1,765 $352,000
Q4 2022

Jan 26, 2023

SELL
$128.21 - $165.27 $12,821 - $16,527
-100 Reduced 5.09%
1,865 $0
Q3 2022

Oct 12, 2022

SELL
$143.84 - $191.27 $35,960 - $47,817
-250 Reduced 11.29%
1,965 $306,000
Q2 2022

Aug 03, 2022

SELL
$155.6 - $218.85 $11,047 - $15,538
-71 Reduced 3.11%
2,215 $371,000
Q4 2021

Jan 18, 2022

BUY
$247.21 - $309.96 $66,993 - $83,999
271 Added 13.45%
2,286 $581,000
Q3 2021

Nov 04, 2021

BUY
$237.55 - $285.63 $1,662 - $1,999
7 Added 0.35%
2,015 $547,000
Q1 2021

May 10, 2021

SELL
$205.33 - $248.59 $3,285 - $3,977
-16 Reduced 0.79%
2,008 $425,000
Q4 2020

Jan 27, 2021

BUY
$220.15 - $267.07 $445,583 - $540,549
2,024 New
2,024 $450,000

Others Institutions Holding CRM

About Salesforce, Inc.


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