Strategic Wealth Partners, Ltd. Salesforce, Inc. Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Salesforce, Inc. stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 35,875 shares of CRM stock, worth $11.9 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

35,875

Previous 33,727 6.37%

Holding current value

$11.9 Million

Previous $8.67 Million 13.24%

% of portfolio

1.04%

Previous 0.92%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$238.42 - $276.53 $512,126 - $593,986	2,148 Added 6.37%	35,875 $9.82 Million
Q2 2024 Oct 08, 2024	BUY	$218.01 - $304.74 $2.81 Million - $3.92 Million	12,876 Added 61.75%	33,727 $8.67 Million
Q1 2024 May 20, 2024	BUY	$251.12 - $316.88 $3.84 Million - $4.84 Million	15,278 Added 274.14%	20,851 $6.28 Million
Q4 2023 May 20, 2024	BUY	$196.25 - $267.25 $690,996 - $940,987	3,521 Added 171.59%	5,573 $1.47 Million
Q3 2023 May 20, 2024	BUY	$202.49 - $234.37 $11,136 - $12,890	55 Added 2.75%	2,052 $416,000
Q2 2023 May 20, 2024	SELL	$188.89 - $223.38 $50,055 - $59,195	-265 Reduced 11.72%	1,997 $421,000
Q1 2023 Apr 24, 2023	SELL	$134.8 - $199.78 $98,134 - $145,439	-728 Reduced 24.35%	2,262 $451,000
Q4 2022 Apr 24, 2023	BUY	$128.21 - $165.27 $30,513 - $39,334	238 Added 8.65%	2,990 $396,000
Q3 2022 Apr 24, 2023	BUY	$143.84 - $191.27 $36,823 - $48,965	256 Added 10.26%	2,752 $395,000
Q2 2022 Aug 22, 2022	SELL	$155.6 - $218.85 $42,323 - $59,527	-272 Reduced 9.83%	2,496 $412,000
Q1 2022 May 19, 2022	BUY	$190.54 - $255.46 $24,198 - $32,443	127 Added 4.81%	2,768 $587,000
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $76,140 - $95,467	-308 Reduced 10.44%	2,641 $671,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $321,642 - $386,743	1,354 Added 84.89%	2,949 $800,000
Q2 2021 Aug 25, 2021	SELL	$210.54 - $246.26 $11,579 - $13,544	-55 Reduced 3.33%	1,595 $390,000
Q1 2021 May 24, 2021	SELL	$205.33 - $248.59 $365,282 - $442,241	-1,779 Reduced 51.88%	1,650 $350,000
Q4 2020 Feb 18, 2021	BUY	$220.15 - $267.07 $256,034 - $310,602	1,163 Added 51.32%	3,429 $763,000
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $15,582 - $23,625	-84 Reduced 3.57%	2,266 $570,000
Q2 2020 Aug 11, 2020	BUY	$134.06 - $191.65 $315,041 - $450,377	2,350 New	2,350 $440,000
Q4 2019 Jan 30, 2020	SELL	$142.33 - $164.98 $22,203 - $25,736	-156 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	$139.72 - $159.97 $5,309 - $6,078	38 Added 32.2%	156 $4.92 Million
Q2 2019 Aug 06, 2019	BUY	$145.1 - $165.96 $3,772 - $4,314	26 Added 28.26%	118 $17,000
Q1 2019 May 14, 2019	BUY	$130.4 - $166.95 $6,520 - $8,347	50 Added 119.05%	92 $15,000
Q4 2018 Jan 24, 2019	BUY	$120.67 - $159.86 $5,068 - $6,714	42 New	42 $5,000
Q2 2018 Sep 04, 2018	SELL	$115.3 - $139.8 $9,339 - $11,323	-81 Closed	0 $0
Q1 2018 Jul 13, 2018	BUY	$104.03 - $127.99 $8,426 - $10,367	81 New	81 $9,000

Others Institutions Holding CRM

# of Institutions

2,939

Shares Held

728M

Call Options Held

15.2M

Put Options Held

14M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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...

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Strategic Wealth Partners, Ltd. Salesforce, Inc. Transaction History