A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 238 shares of CRM stock, worth $71,135. This represents 0.01% of its overall portfolio holdings.

Number of Shares
238
Previous 142 67.61%
Holding current value
$71,135
Previous $36,000 80.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$238.42 - $276.53 $22,888 - $26,546
96 Added 67.61%
238 $65,000
Q2 2024

Aug 06, 2024

BUY
$218.01 - $304.74 $26,379 - $36,873
121 Added 576.19%
142 $36,000
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $5,273 - $6,654
21 New
21 $6,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $299B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.