A detailed history of Catalytic Wealth Ria, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 241,463 shares of CRM stock, worth $72.2 Million. This represents 12.26% of its overall portfolio holdings.

Number of Shares
241,463
Previous 263,669 8.42%
Holding current value
$72.2 Million
Previous $79.4 Billion 21.83%
% of portfolio
12.26%
Previous 15.89%

Shares

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

Jul 31, 2024

SELL
$218.01 - $304.74 $4.84 Million - $6.77 Million
-22,206 Reduced 8.42%
241,463 $62.1 Billion
Q1 2024

May 10, 2024

BUY
$251.12 - $316.88 $64.1 Million - $80.8 Million
255,113 Added 2981.69%
263,669 $79.4 Billion
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $1.68 Million - $2.29 Million
8,556 New
8,556 $2.25 Billion

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 Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, 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 Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.