A detailed history of Finer Wealth Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 11,947 shares of CRM stock, worth $3.48 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
11,947
Previous 12,193 2.02%
Holding current value
$3.48 Million
Previous $3.67 Million 16.37%
% of portfolio
1.98%
Previous 2.41%

Shares

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

Aug 13, 2024

SELL
$218.01 - $304.74 $53,630 - $74,966
-246 Reduced 2.02%
11,947 $3.07 Million
Q1 2024

Apr 26, 2024

BUY
$251.12 - $316.88 $196,124 - $247,483
781 Added 6.84%
12,193 $3.67 Million
Q4 2023

Feb 13, 2024

BUY
$196.25 - $267.25 $47,296 - $64,407
241 Added 2.16%
11,412 $3 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $78,363 - $90,701
387 Added 3.59%
11,171 $2.27 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $26,633 - $31,496
141 Added 1.32%
10,784 $2.28 Million
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $23,724 - $35,161
176 Added 1.68%
10,643 $2.13 Million
Q4 2022

Feb 13, 2023

SELL
$128.21 - $165.27 $101,285 - $130,563
-790 Reduced 7.02%
10,467 $1.39 Million
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $27,329 - $36,341
190 Added 1.72%
11,257 $1.62 Million
Q2 2022

Aug 10, 2022

BUY
$155.6 - $218.85 $65,196 - $91,698
419 Added 3.94%
11,067 $1.83 Million
Q1 2022

Jun 06, 2022

SELL
$190.54 - $255.46 $77,549 - $103,972
-407 Reduced 3.68%
10,648 $2.26 Million
Q4 2021

Jun 01, 2022

BUY
$247.21 - $309.96 $2.73 Million - $3.43 Million
11,055 New
11,055 $2.81 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 $291B
  • 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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