A detailed history of Tru Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 733 shares of CRM stock, worth $218,060. This represents 0.01% of its overall portfolio holdings.

Number of Shares
733
Previous 848 13.56%
Holding current value
$218,060
Previous $218,000 8.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024

SELL
$238.42 - $276.53 $27,418 - $31,800
-115 Reduced 13.56%
733 $200,000
Q2 2024

Jul 16, 2024

BUY
$218.01 - $304.74 $12,208 - $17,065
56 Added 7.07%
848 $218,000
Q4 2023

Jan 10, 2024

BUY
$196.25 - $267.25 $155,430 - $211,662
792 New
792 $208,000

Others Institutions Holding CRM

About Salesforce, Inc.


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