A detailed history of Mbl Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mbl Wealth, LLC holds 1,279 shares of CRM stock, worth $440,525. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,279
Previous 1,284 0.39%
Holding current value
$440,525
Previous $386,000 15.03%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 19, 2024

SELL
$218.01 - $304.74 $1,090 - $1,523
-5 Reduced 0.39%
1,279 $328,000
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $89,398 - $112,809
356 Added 38.36%
1,284 $386,000
Q4 2023

Jan 18, 2024

BUY
$196.25 - $267.25 $182,120 - $248,008
928 New
928 $244,000

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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