Aaron Wealth Advisors LLC Salesforce, Inc. Transaction History

Aaron Wealth Advisors LLC

$832 Million
Q3 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 5,958 shares of CRM stock, worth $2.05 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,958

Previous 5,462 9.08%

Holding current value

$2.05 Million

Previous $1.4 Million 16.1%

% of portfolio

0.2%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$238.42 - $276.53 $118,256 - $137,158	496 Added 9.08%	5,958 $1.63 Million
Q2 2024 Jul 22, 2024	SELL	$218.01 - $304.74 $182,474 - $255,067	-837 Reduced 13.29%	5,462 $1.4 Million
Q1 2024 Apr 25, 2024	BUY	$251.12 - $316.88 $303,855 - $383,424	1,210 Added 23.78%	6,299 $1.9 Million
Q4 2023 Jan 26, 2024	BUY	$196.25 - $267.25 $37,287 - $50,777	190 Added 3.88%	5,089 $1.34 Million
Q3 2023 Oct 19, 2023	SELL	$202.49 - $234.37 $110,559 - $127,966	-546 Reduced 10.03%	4,899 $993,000
Q2 2023 Jul 26, 2023	BUY	$188.89 - $223.38 $34,000 - $40,208	180 Added 3.42%	5,445 $1.15 Million
Q1 2023 May 02, 2023	BUY	$134.8 - $199.78 $96,786 - $143,442	718 Added 15.79%	5,265 $1.05 Million
Q4 2022 Jan 24, 2023	BUY	$128.21 - $165.27 $45,386 - $58,505	354 Added 8.44%	4,547 $0
Q3 2022 Oct 21, 2022	SELL	$143.84 - $191.27 $1.41 Million - $1.87 Million	-9,772 Reduced 69.97%	4,193 $603,000
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $422 Million - $594 Million	-2,713,285 Reduced 99.49%	13,965 $2.3 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $519 Million - $696 Million	2,723,708 Added 76897.46%	2,727,250 $12.8 Million
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $121,874 - $152,810	493 Added 16.17%	3,542 $900,000
Q3 2021 Oct 21, 2021	SELL	$237.55 - $285.63 $165,809 - $199,369	-698 Reduced 18.63%	3,049 $826,000
Q2 2021 Jul 29, 2021	SELL	$210.54 - $246.26 $9,263 - $10,835	-44 Reduced 1.16%	3,747 $915,000
Q1 2021 Apr 29, 2021	SELL	$205.33 - $248.59 $12,114 - $14,666	-59 Reduced 1.53%	3,791 $803,000
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $847,577 - $1.03 Million	3,850 New	3,850 $856,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

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...

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Aaron Wealth Advisors LLC Salesforce, Inc. Transaction History