Acg Wealth Salesforce, Inc. Transaction History

Acg Wealth

$437 Million
Q3 2022

A detailed history of Acg Wealth transactions in Salesforce, Inc. stock. As of the latest transaction made, Acg Wealth holds 23,698 shares of CRM stock, worth $8.13 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

23,698

Previous 22,014 7.65%

Holding current value

$8.13 Million

Previous $3.64 Million 6.24%

% of portfolio

0.78%

Previous 0.74%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $242,226 - $322,098	1,684 Added 7.65%	23,698 $3.41 Million
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $276,345 - $388,677	1,776 Added 8.78%	22,014 $3.64 Million
Q1 2022 Apr 07, 2022	SELL	$190.54 - $255.46 $738,151 - $989,652	-3,874 Reduced 16.07%	20,238 $4.3 Million
Q4 2021 Jan 18, 2022	SELL	$247.21 - $309.96 $2.11 Million - $2.64 Million	-8,516 Reduced 26.1%	24,112 $6.13 Million
Q3 2021 Nov 01, 2021	SELL	$237.55 - $285.63 $40,621 - $48,842	-171 Reduced 0.52%	32,628 $8.85 Million
Q2 2021 Aug 06, 2021	BUY	$210.54 - $246.26 $848,476 - $992,427	4,030 Added 14.01%	32,799 $8.01 Million
Q1 2021 May 03, 2021	BUY	$205.33 - $248.59 $248,654 - $301,042	1,211 Added 4.39%	28,769 $6.1 Million
Q4 2020 Feb 02, 2021	SELL	$220.15 - $267.07 $15,850 - $19,229	-72 Reduced 0.26%	27,558 $6.13 Million
Q3 2020 Nov 12, 2020	SELL	$185.51 - $281.25 $85,149 - $129,093	-459 Reduced 1.63%	27,630 $6.94 Million
Q2 2020 Oct 07, 2020	BUY	$134.06 - $191.65 $3.28 Million - $4.68 Million	24,443 Added 670.41%	28,089 $5.26 Million
Q1 2020 Oct 07, 2020	SELL	$124.3 - $193.36 $31,945 - $49,693	-257 Reduced 6.58%	3,646 $525,000
Q4 2019 Feb 13, 2020	SELL	$142.33 - $164.98 $200,400 - $232,291	-1,408 Reduced 26.51%	3,903 $635,000
Q3 2019 Oct 30, 2019	SELL	$139.72 - $159.97 $151,735 - $173,727	-1,086 Reduced 16.98%	5,311 $788,000
Q2 2019 Aug 06, 2019	BUY	$145.1 - $165.96 $185,147 - $211,764	1,276 Added 24.92%	6,397 $971,000
Q1 2019 Apr 25, 2019	BUY	$130.4 - $166.95 $99,364 - $127,215	762 Added 17.48%	5,121 $811,000
Q4 2018 Jan 14, 2019	BUY	$120.67 - $159.86 $103,896 - $137,639	861 Added 24.61%	4,359 $597,000
Q3 2018 Oct 09, 2018	BUY	$137.15 - $160.43 $35,247 - $41,230	257 Added 7.93%	3,498 $556,000
Q2 2018 Jul 26, 2018	BUY	$115.3 - $139.8 $36,204 - $43,897	314 Added 10.73%	3,241 $442,000
Q1 2018 Apr 10, 2018	BUY	$104.03 - $127.99 $19,869 - $24,446	191 Added 6.98%	2,927 $340,000
Q4 2017 Feb 08, 2018	SELL	$93.94 - $108.8 $36,354 - $42,105	-387 Reduced 12.39%	2,736 $280,000
Q3 2017 Nov 07, 2017	SELL	$87.63 - $97.71 $2,015 - $2,247	-23 Reduced 0.73%	3,123 $292,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,146	3,146 $273,000

Others Institutions Holding CRM

# of Institutions

2,947

Shares Held

728M

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 $343B
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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