A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,160 shares of CRM stock, worth $743,968. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,160
Previous 2,043 5.73%
Holding current value
$743,968
Previous $525,000 12.57%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 16, 2024

BUY
$238.42 - $276.53 $27,895 - $32,354
117 Added 5.73%
2,160 $591,000
Q2 2024

Jul 25, 2024

SELL
$218.01 - $304.74 $209,289 - $292,550
-960 Reduced 31.97%
2,043 $525,000
Q1 2024

Apr 30, 2024

BUY
$251.12 - $316.88 $17,578 - $22,181
70 Added 2.39%
3,003 $904,000
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $22,961 - $31,268
117 Added 4.15%
2,933 $771,000
Q3 2023

Oct 25, 2023

SELL
$202.49 - $234.37 $21,058 - $24,374
-104 Reduced 3.56%
2,816 $571,000
Q2 2023

Aug 02, 2023

SELL
$188.89 - $223.38 $27,577 - $32,613
-146 Reduced 4.76%
2,920 $616,000
Q1 2023

May 04, 2023

BUY
$134.8 - $199.78 $413,296 - $612,525
3,066 New
3,066 $612,000
Q3 2022

Nov 09, 2022

BUY
$143.84 - $191.27 $23,733 - $31,559
165 Added 9.4%
1,920 $276,000
Q2 2022

Aug 01, 2022

SELL
$155.6 - $218.85 $167,114 - $235,044
-1,074 Reduced 37.96%
1,755 $290,000
Q1 2022

May 05, 2022

BUY
$190.54 - $255.46 $539,037 - $722,696
2,829 New
2,829 $601,000

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 Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, 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 Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.