A detailed history of Mosaic Family Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,074 shares of CRM stock, worth $363,495. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,074
Previous 1,097 2.1%
Holding current value
$363,495
Previous $282 Million 4.23%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $5,483 - $6,360
-23 Reduced 2.1%
1,074 $294 Million
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $11,554 - $16,151
53 Added 5.08%
1,097 $282 Million
Q1 2024

Jun 13, 2024

BUY
$251.12 - $316.88 $16,825 - $21,230
67 Added 6.86%
1,044 $314 Million
Q4 2023

Jan 29, 2024

BUY
$196.25 - $267.25 $191,736 - $261,103
977 New
977 $257 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 $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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