A detailed history of Financial Partners Group, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Financial Partners Group, Inc holds 1,418 shares of CRM stock, worth $479,922. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,418
Previous 1,286 10.26%
Holding current value
$479,922
Previous $330,000 17.58%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 30, 2024

BUY
$238.42 - $276.53 $31,471 - $36,501
132 Added 10.26%
1,418 $388,000
Q2 2024

Jul 19, 2024

BUY
$218.01 - $304.74 $2,180 - $3,047
10 Added 0.78%
1,286 $330,000
Q1 2024

May 07, 2024

BUY
$251.12 - $316.88 $15,067 - $19,012
60 Added 4.93%
1,276 $384,000
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $8,438 - $11,491
43 Added 3.67%
1,216 $319,000
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $3,847 - $4,453
19 Added 1.65%
1,173 $237,000
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $4,155 - $4,914
-22 Reduced 1.87%
1,154 $243,000
Q4 2022

Feb 14, 2023

BUY
$128.21 - $165.27 $150,774 - $194,357
1,176 New
1,176 $155,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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 Financial Partners Group, Inc Portfolio

Follow Financial Partners Group, Inc 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 Financial Partners Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, Inc with notifications on news.