A detailed history of Axxcess Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,316 shares of CRM stock, worth $4.59 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,316
Previous 20,091 33.72%
Holding current value
$4.59 Million
Previous $5.17 Million 29.45%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Nov 04, 2024

SELL
$238.42 - $276.53 $1.62 Million - $1.87 Million
-6,775 Reduced 33.72%
13,316 $3.64 Million
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $1.34 Million - $1.87 Million
6,137 Added 43.98%
20,091 $5.17 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $618,006 - $779,841
2,461 Added 21.41%
13,954 $4.2 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $146,598 - $199,635
747 Added 6.95%
11,493 $3.02 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $980,659 - $1.14 Million
4,843 Added 82.04%
10,746 $2.18 Million
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $632,025 - $747,429
-3,346 Reduced 36.18%
5,903 $1.25 Million
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $315,162 - $467,085
2,338 Added 33.83%
9,249 $1.85 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $2.96 Million - $3.82 Million
-23,111 Reduced 76.98%
6,911 $916,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $928,631 - $1.23 Million
6,456 Added 27.4%
30,022 $4.32 Million
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $106,119 - $149,255
-682 Reduced 2.81%
23,566 $3.89 Million
Q1 2022

Aug 11, 2022

BUY
$190.54 - $255.46 $277,045 - $371,438
1,454 Added 6.38%
24,248 $5.15 Million
Q4 2021

Aug 11, 2022

BUY
$247.21 - $309.96 $5.63 Million - $7.07 Million
22,794 New
22,794 $5.79 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 $344B
  • 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 Axxcess Wealth Management, LLC Portfolio

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

News

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