A detailed history of Cypress Point Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,963 shares of CRM stock, worth $676,116. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,963
Previous 1,876 4.64%
Holding current value
$676,116
Previous $482,000 11.41%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Nov 01, 2024

BUY
$238.42 - $276.53 $20,742 - $24,058
87 Added 4.64%
1,963 $537,000
Q2 2024

Jul 26, 2024

SELL
$218.01 - $304.74 $26,161 - $36,568
-120 Reduced 6.01%
1,876 $482,000
Q1 2024

May 07, 2024

BUY
$251.12 - $316.88 $501,235 - $632,492
1,996 New
1,996 $601,000
Q2 2022

Aug 08, 2022

SELL
$155.6 - $218.85 $240,090 - $337,685
-1,543 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$205.33 - $248.59 $316,824 - $383,574
1,543 New
1,543 $327,000

Others Institutions Holding CRM

About Salesforce, Inc.


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