A detailed history of Olistico Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Olistico Wealth, LLC holds 1,572 shares of CRM stock, worth $467,654. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,572
Previous 1,572 -0.0%
Holding current value
$467,654
Previous $404 Million 6.46%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Jul 09, 2024

BUY
$218.01 - $304.74 $109,441 - $152,979
502 Added 46.92%
1,572 $404 Million
Q1 2024

Apr 24, 2024

SELL
$251.12 - $316.88 $560,248 - $706,959
-2,231 Reduced 67.59%
1,070 $322 Million
Q4 2023

Feb 12, 2024

BUY
$196.25 - $267.25 $15,700 - $21,380
80 Added 2.48%
3,301 $869 Million
Q3 2023

Oct 18, 2023

BUY
$202.49 - $234.37 $2,429 - $2,812
12 Added 0.37%
3,221 $653 Million
Q2 2023

Jul 25, 2023

BUY
$188.89 - $223.38 $89,722 - $106,105
475 Added 17.37%
3,209 $678 Million
Q4 2022

Feb 02, 2023

BUY
$128.21 - $165.27 $350,526 - $451,848
2,734 New
2,734 $363 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 $297B
  • 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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