A detailed history of Lmg Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 5,493 shares of CRM stock, worth $1.89 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,493
Previous 4,203 30.69%
Holding current value
$1.89 Million
Previous $1.08 Billion 39.14%
% of portfolio
0.34%
Previous 0.27%

Shares

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

Oct 23, 2024

BUY
$238.42 - $276.53 $307,561 - $356,723
1,290 Added 30.69%
5,493 $1.5 Billion
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $109,877 - $153,588
504 Added 13.63%
4,203 $1.08 Billion
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $928,892 - $1.17 Million
3,699 New
3,699 $1.11 Billion

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
Track This Portfolio

Track Lmg Wealth Partners, LLC Portfolio

Follow Lmg Wealth Partners, LLC 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 Lmg Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmg Wealth Partners, LLC with notifications on news.