A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 1,072 shares of CRM stock, worth $319,466. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,072
Previous 1,101 2.63%
Holding current value
$319,466
Previous $223,000 26.46%
% of portfolio
0.07%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024

SELL
$196.25 - $267.25 $5,691 - $7,750
-29 Reduced 2.63%
1,072 $282,000
Q3 2023

Oct 26, 2023

BUY
$202.49 - $234.37 $7,694 - $8,906
38 Added 3.57%
1,101 $223,000
Q1 2023

Apr 12, 2023

BUY
$134.8 - $199.78 $143,292 - $212,366
1,063 New
1,063 $212,000
Q2 2022

Jul 13, 2022

SELL
$155.6 - $218.85 $166,647 - $234,388
-1,071 Closed
0 $0
Q1 2022

Apr 13, 2022

BUY
$190.54 - $255.46 $1,524 - $2,043
8 Added 0.75%
1,071 $227,000
Q2 2021

Aug 12, 2021

SELL
$210.54 - $246.26 $14,737 - $17,238
-70 Reduced 6.18%
1,063 $260,000
Q2 2020

Jul 09, 2020

BUY
$134.06 - $191.65 $151,889 - $217,139
1,133 New
1,133 $212,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $298B
  • 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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