A detailed history of Masso Torrence Wealth Management Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 3,227 shares of CRM stock, worth $1.09 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
3,227
Previous 3,400 5.09%
Holding current value
$1.09 Million
Previous $874,000 1.03%
% of portfolio
0.5%
Previous 0.51%

Shares

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

Oct 23, 2024

SELL
$238.42 - $276.53 $41,246 - $47,839
-173 Reduced 5.09%
3,227 $883,000
Q2 2024

Jul 22, 2024

BUY
$218.01 - $304.74 $34,445 - $48,148
158 Added 4.87%
3,400 $874,000
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $22,600 - $28,519
90 Added 2.86%
3,242 $976,000
Q4 2023

Feb 01, 2024

BUY
$196.25 - $267.25 $108,526 - $147,789
553 Added 21.28%
3,152 $829,000
Q3 2023

Nov 07, 2023

SELL
$202.49 - $234.37 $14,376 - $16,640
-71 Reduced 2.66%
2,599 $527,000
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $7,555 - $8,935
40 Added 1.52%
2,670 $564,000
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $62,142 - $92,098
-461 Reduced 14.91%
2,630 $525,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $131,415 - $169,401
-1,025 Reduced 24.9%
3,091 $409,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $53,508 - $71,152
372 Added 9.94%
4,116 $592,000
Q2 2022

Jul 28, 2022

BUY
$155.6 - $218.85 $39,366 - $55,369
253 Added 7.25%
3,744 $618,000
Q1 2022

Apr 26, 2022

BUY
$190.54 - $255.46 $26,866 - $36,019
141 Added 4.21%
3,491 $741,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $828,153 - $1.04 Million
3,350 New
3,350 $851,000

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
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