A detailed history of Wambolt & Associates, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wambolt & Associates, LLC holds 1,029 shares of CRM stock, worth $306,117. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,029
Previous 1,247 17.48%
Holding current value
$306,117
Previous $375,000 29.6%
% of portfolio
0.08%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$218.01 - $304.74 $47,526 - $66,433
-218 Reduced 17.48%
1,029 $264,000
Q1 2024

Apr 30, 2024

SELL
$251.12 - $316.88 $226 Million - $285 Million
-900,023 Reduced 99.86%
1,247 $375,000
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $4,317 - $5,879
22 Added 0.0%
901,270 $237 Million
Q3 2023

Nov 06, 2023

BUY
$202.49 - $234.37 $809 - $937
4 Added 0.0%
901,248 $183 Million
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $31,544 - $37,304
167 Added 0.02%
901,244 $190 Million
Q1 2023

May 05, 2023

SELL
$134.8 - $199.78 $6,470 - $9,589
-48 Reduced 0.01%
901,077 $180 Million
Q4 2022

Jan 31, 2023

SELL
$128.21 - $165.27 $56,412 - $72,718
-440 Reduced 0.05%
901,125 $120 Million
Q3 2022

Oct 18, 2022

SELL
$143.84 - $191.27 $10,644 - $14,153
-74 Reduced 0.01%
901,565 $1.13 Million
Q2 2022

Aug 01, 2022

SELL
$155.6 - $218.85 $5,446 - $7,659
-35 Reduced -0.0%
901,639 $1.17 Million
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $23,055 - $30,910
121 Added 0.01%
901,674 $1.26 Million
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $241,276 - $302,520
976 Added 0.11%
901,553 $1.3 Million
Q3 2021

Oct 20, 2021

BUY
$237.55 - $285.63 $214 Million - $257 Million
900,577 New
900,577 $1.06 Million

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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