A detailed history of New Wave Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 1,180 shares of CRM stock, worth $399,371. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,180
Previous 1,308 9.79%
Holding current value
$399,371
Previous $336 Million 3.96%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Oct 23, 2024

SELL
$238.42 - $276.53 $30,517 - $35,395
-128 Reduced 9.79%
1,180 $323 Million
Q2 2024

Aug 27, 2024

BUY
$218.01 - $304.74 $285,157 - $398,599
1,308 New
1,308 $336 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
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.