Aafmaa Wealth Management & Trust LLC Salesforce, Inc. Transaction History

Aafmaa Wealth Management & Trust LLC

$224 Million
Q4 2024

A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 6,663 shares of CRM stock, worth $2.16 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

6,663

Previous 8,119 17.93%

Holding current value

$2.16 Million

Previous $2.22 Million 0.23%

% of portfolio

0.99%

Previous 1.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$270.87 - $367.87 $394,386 - $535,618	-1,456 Reduced 17.93%	6,663 $2.23 Million
Q3 2024 Oct 16, 2024	BUY	$238.42 - $276.53 $44,346 - $51,434	186 Added 2.34%	8,119 $2.22 Million
Q2 2024 Jul 19, 2024	BUY	$218.01 - $304.74 $283,631 - $396,466	1,301 Added 19.62%	7,933 $2.04 Million
Q1 2024 May 02, 2024	SELL	$251.12 - $316.88 $5.04 Million - $6.36 Million	-20,082 Reduced 75.17%	6,632 $2 Million
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $76,537 - $104,227	390 Added 1.48%	26,714 $7.03 Million
Q3 2023 Nov 08, 2023	BUY	$202.49 - $234.37 $74,921 - $86,716	370 Added 1.43%	26,324 $5.34 Million
Q2 2023 Aug 04, 2023	SELL	$188.89 - $223.38 $322,624 - $381,533	-1,708 Reduced 6.17%	25,954 $5.48 Million
Q1 2023 Apr 27, 2023	BUY	$134.8 - $199.78 $120,780 - $179,002	896 Added 3.35%	27,662 $5.53 Million
Q4 2022 Jan 27, 2023	SELL	$128.21 - $165.27 $177,442 - $228,733	-1,384 Reduced 4.92%	26,766 $0
Q3 2022 Nov 08, 2022	SELL	$143.84 - $191.27 $107,304 - $142,687	-746 Reduced 2.58%	28,150 $4.05 Million
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $123,235 - $173,329	792 Added 2.82%	28,896 $4.77 Million
Q1 2022 Apr 07, 2022	BUY	$190.54 - $255.46 $1.02 Million - $1.37 Million	5,361 Added 23.57%	28,104 $5.97 Million
Q4 2021 Jan 20, 2022	BUY	$247.21 - $309.96 $2.05 Million - $2.57 Million	8,305 Added 57.52%	22,743 $5.78 Million
Q3 2021 Oct 12, 2021	SELL	$237.55 - $285.63 $3.7 Million - $4.45 Million	-15,587 Reduced 51.91%	14,438 $3.92 Million
Q2 2021 Jul 29, 2021	SELL	$210.54 - $246.26 $1.25 Million - $1.46 Million	-5,927 Reduced 16.49%	30,025 $7.33 Million
Q1 2021 Apr 29, 2021	BUY	$205.33 - $248.59 $2.11 Million - $2.56 Million	10,298 Added 40.14%	35,952 $7.62 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $5.65 Million - $6.85 Million	25,654 New	25,654 $5.71 Million

Others Institutions Holding CRM

# of Institutions

3,206

Shares Held

732M

Call Options Held

15.6M

Put Options Held

16.7M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $324B
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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Aafmaa Wealth Management & Trust LLC Salesforce, Inc. Transaction History