A detailed history of Wealth Dimensions Group, Ltd. transactions in Salesforce, Inc. stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 1,222 shares of CRM stock, worth $420,893. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,222
Previous 1,272 3.93%
Holding current value
$420,893
Previous $327,000 2.14%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 12, 2024

SELL
$238.42 - $276.53 $11,921 - $13,826
-50 Reduced 3.93%
1,222 $334,000
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $3,706 - $5,180
17 Added 1.35%
1,272 $327,000
Q1 2024

May 09, 2024

SELL
$251.12 - $316.88 $17,327 - $21,864
-69 Reduced 5.21%
1,255 $377,000
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $40,427 - $55,053
-206 Reduced 13.46%
1,324 $348,000
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $27,538 - $31,874
-136 Reduced 8.16%
1,530 $310,000
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $62,711 - $74,162
332 Added 24.89%
1,666 $351,000
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $179,823 - $266,506
1,334 New
1,334 $266,000
Q2 2022

Aug 05, 2022

SELL
$155.6 - $218.85 $5,446 - $7,659
-35 Reduced 2.76%
1,234 $204,000
Q1 2022

May 04, 2022

BUY
$190.54 - $255.46 $26,866 - $36,019
141 Added 12.5%
1,269 $270,000
Q4 2021

Feb 04, 2022

BUY
$247.21 - $309.96 $278,852 - $349,634
1,128 New
1,128 $287,000

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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