A detailed history of High Note Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, High Note Wealth, LLC holds 2,703 shares of CRM stock, worth $804,115. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,703
Previous 2,712 0.33%
Holding current value
$804,115
Previous $697,000 6.03%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 08, 2024

SELL
$238.42 - $276.53 $2,145 - $2,488
-9 Reduced 0.33%
2,703 $739,000
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $10,464 - $14,627
48 Added 1.8%
2,712 $697,000
Q1 2024

May 01, 2024

BUY
$251.12 - $316.88 $216,967 - $273,784
864 Added 48.0%
2,664 $802,000
Q4 2023

Jan 17, 2024

BUY
$196.25 - $267.25 $61,033 - $83,114
311 Added 20.89%
1,800 $473,000
Q3 2023

Oct 26, 2023

BUY
$202.49 - $234.37 $9,922 - $11,484
49 Added 3.4%
1,489 $301,000
Q2 2023

Jul 25, 2023

SELL
$188.89 - $223.38 $188 - $223
-1 Reduced 0.07%
1,440 $304,000
Q1 2023

Apr 21, 2023

BUY
$134.8 - $199.78 $194,246 - $287,882
1,441 New
1,441 $287,000
Q3 2022

Nov 09, 2022

SELL
$143.84 - $191.27 $69,043 - $91,809
-480 Reduced 3.07%
15,180 $2.43 Million
Q2 2022

Aug 10, 2022

BUY
$155.6 - $218.85 $40,922 - $57,557
263 Added 1.71%
15,660 $2.59 Million
Q1 2022

May 12, 2022

SELL
$190.54 - $255.46 $52,589 - $70,506
-276 Reduced 1.76%
15,397 $3.27 Million
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $406,660 - $509,884
1,645 Added 11.73%
15,673 $3.98 Million
Q3 2021

Oct 28, 2021

BUY
$237.55 - $285.63 $46,797 - $56,269
197 Added 1.42%
14,028 $3.81 Million
Q2 2021

Aug 04, 2021

SELL
$210.54 - $246.26 $58,109 - $67,967
-276 Reduced 1.96%
13,831 $3.38 Million
Q1 2021

May 04, 2021

BUY
$205.33 - $248.59 $186,234 - $225,471
907 Added 6.87%
14,107 $2.99 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $2.91 Million - $3.53 Million
13,200 New
13,200 $2.94 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 $297B
  • 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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