A detailed history of Family Legacy Financial Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 908 shares of CRM stock, worth $215,223. This represents 0.17% of its overall portfolio holdings.

Number of Shares
908
Previous 1,099 17.38%
Holding current value
$215,223
Previous $260 Million 99.92%
% of portfolio
0.17%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

SELL
$235.69 - $263.41 $45,016 - $50,311
-191 Reduced 17.38%
908 $215,000
Q3 2025

Oct 07, 2025

SELL
$231.66 - $273.65 $40,077 - $47,341
-173 Reduced 13.6%
1,099 $260 Million
Q2 2025

Jul 10, 2025

BUY
$236.26 - $291.15 $300,522 - $370,342
1,272 New
1,272 $347 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 $237B
  • 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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