A detailed history of Wealth Architects, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Architects, LLC holds 1,224 shares of CRM stock, worth $421,582. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,224
Previous 1,199 2.09%
Holding current value
$421,582
Previous $308,000 8.77%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 31, 2024

BUY
$238.42 - $276.53 $5,960 - $6,913
25 Added 2.09%
1,224 $335,000
Q2 2024

Aug 08, 2024

SELL
$218.01 - $304.74 $5,668 - $7,923
-26 Reduced 2.12%
1,199 $308,000
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $16,825 - $21,230
-67 Reduced 5.19%
1,225 $368,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $43,567 - $59,329
222 Added 20.75%
1,292 $339,000
Q3 2023

Nov 09, 2023

BUY
$202.49 - $234.37 $13,769 - $15,937
68 Added 6.79%
1,070 $216,000
Q2 2023

Aug 02, 2023

BUY
$188.89 - $223.38 $189,267 - $223,826
1,002 New
1,002 $211,000
Q2 2022

Jul 29, 2022

SELL
$155.6 - $218.85 $19,761 - $27,793
-127 Reduced 8.26%
1,410 $233,000
Q1 2022

May 17, 2022

BUY
$190.54 - $255.46 $12,385 - $16,604
65 Added 4.42%
1,537 $326,000
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $25,709 - $32,235
104 Added 7.6%
1,472 $374,000
Q3 2021

Nov 09, 2021

BUY
$237.55 - $285.63 $41,096 - $49,413
173 Added 14.48%
1,368 $371,000
Q2 2021

Aug 09, 2021

BUY
$210.54 - $246.26 $251,595 - $294,280
1,195 New
1,195 $292,000

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
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