A detailed history of Peterson Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Peterson Wealth Management holds 7,363 shares of CRM stock, worth $2.54 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
7,363
Previous 8,603 14.41%
Holding current value
$2.54 Million
Previous $2.21 Million 8.86%
% of portfolio
1.29%
Previous 1.37%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $295,640 - $342,897
-1,240 Reduced 14.41%
7,363 $2.02 Million
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $470,465 - $657,628
2,158 Added 33.48%
8,603 $2.21 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $430,168 - $542,815
1,713 Added 36.2%
6,445 $1.94 Million
Q4 2023

Feb 22, 2024

SELL
$196.25 - $267.25 $20,213 - $27,526
-103 Reduced 2.13%
4,732 $1.25 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $28,956 - $33,514
143 Added 3.05%
4,835 $980,000
Q2 2023

Aug 17, 2023

BUY
$188.89 - $223.38 $886,271 - $1.05 Million
4,692 New
4,692 $991,000

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
Track This Portfolio

Track Peterson Wealth Management Portfolio

Follow Peterson Wealth Management 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 Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.