A detailed history of Wmg Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,080 shares of CRM stock, worth $369,057. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,080
Previous 1,084 0.37%
Holding current value
$369,057
Previous $278,000 6.12%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 31, 2024

SELL
$238.42 - $276.53 $953 - $1,106
-4 Reduced 0.37%
1,080 $295,000
Q2 2024

Jul 30, 2024

BUY
$218.01 - $304.74 $236,322 - $330,338
1,084 New
1,084 $278,000
Q1 2022

Apr 18, 2022

SELL
$190.54 - $255.46 $222,741 - $298,632
-1,169 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $288,988 - $362,343
1,169 New
1,169 $297,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $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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