A detailed history of Wellington Wealth Strategies, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 2,322 shares of CRM stock, worth $799,766. This represents 0.51% of its overall portfolio holdings.

Number of Shares
2,322
Holding current value
$799,766
% of portfolio
0.51%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $553,611 - $642,102
2,322 New
2,322 $677 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $335,245 - $423,034
-1,335 Reduced 39.52%
2,043 $615 Million
Q4 2020

Feb 14, 2024

BUY
$220.15 - $267.07 $743,666 - $902,162
3,378 New
3,378 $889 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 $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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