A detailed history of Golden State Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,561 shares of CRM stock, worth $536,312. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,561
Previous 3,297 52.65%
Holding current value
$536,312
Previous $700,000 74459.86%
% of portfolio
0.08%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

SELL
$270.87 - $367.87 $470,230 - $638,622
-1,736 Reduced 52.65%
1,561 $522 Million
Q1 2022

May 19, 2022

SELL
$190.54 - $255.46 $2,477 - $3,320
-13 Reduced 0.39%
3,297 $700,000
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $299,909 - $402,094
-1,574 Reduced 32.23%
3,310 $701,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $305,551 - $383,110
1,236 Added 33.88%
4,884 $1.24 Million
Q3 2021

Nov 15, 2021

SELL
$237.55 - $285.63 $279,358 - $335,900
-1,176 Reduced 24.38%
3,648 $989,000
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $318,757 - $372,837
1,514 Added 45.74%
4,824 $1.18 Million
Q1 2021

May 14, 2021

SELL
$205.33 - $248.59 $198,554 - $240,386
-967 Reduced 22.61%
3,310 $701,000
Q4 2020

Jan 28, 2021

BUY
$220.15 - $267.07 $610,916 - $741,119
2,775 Added 184.75%
4,277 $952,000
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $124,291 - $188,437
-670 Reduced 30.85%
1,502 $377,000
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $291,178 - $416,263
2,172 New
2,172 $407,000
Q2 2020

Aug 11, 2020

SELL
$134.06 - $191.65 $257,261 - $367,776
-1,919 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$124.3 - $193.36 $238,531 - $371,057
1,919 New
1,919 $276,000

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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