A detailed history of Castle Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,980 shares of CRM stock, worth $1.49 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
4,980
Holding current value
$1.49 Million
% of portfolio
0.76%

Shares

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

Jul 22, 2024

BUY
$218.01 - $304.74 $1.09 Million - $1.52 Million
4,980 New
4,980 $1.28 Million
Q3 2022

Nov 07, 2022

SELL
$143.84 - $191.27 $143 - $191
-1 Reduced 0.09%
1,141 $164,000
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $177,695 - $249,926
1,142 New
1,142 $188,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $299B
  • 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 Castle Wealth Management LLC Portfolio

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

News

Stay updated on Castle Wealth Management LLC with notifications on news.