A detailed history of Western Pacific Wealth Management, LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 2,116 shares of CRM stock, worth $723,079. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,116
Previous 4,689 54.87%
Holding current value
$723,079
Previous $1.21 Million 51.95%
% of portfolio
0.39%
Previous 0.92%

Shares

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

Oct 31, 2024

SELL
$238.42 - $276.53 $613,454 - $711,511
-2,573 Reduced 54.87%
2,116 $579,000
Q2 2024

Aug 14, 2024

SELL
$218.01 - $304.74 $18,530 - $25,902
-85 Reduced 1.78%
4,689 $1.21 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $44,699 - $56,404
178 Added 3.87%
4,774 $1.44 Million
Q3 2023

Oct 26, 2023

BUY
$202.49 - $234.37 $13,161 - $15,234
65 Added 1.43%
4,596 $931,000
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $2,644 - $3,127
-14 Reduced 0.31%
4,531 $957,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $7,144 - $10,588
53 Added 1.18%
4,545 $908,000
Q4 2022

Feb 03, 2023

BUY
$128.21 - $165.27 $19,359 - $24,955
151 Added 3.48%
4,492 $595,000
Q3 2022

Oct 27, 2022

BUY
$143.84 - $191.27 $50,631 - $67,327
352 Added 8.82%
4,341 $624,000
Q2 2022

Aug 01, 2022

SELL
$155.6 - $218.85 $311 - $437
-2 Reduced 0.05%
3,989 $658,000
Q1 2022

Apr 21, 2022

BUY
$190.54 - $255.46 $190 - $255
1 Added 0.03%
3,991 $847,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $986,367 - $1.24 Million
3,990 New
3,990 $1.01 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 $342B
  • 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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