A detailed history of Ae Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 150,790 shares of CRM stock, worth $51.4 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
150,790
Previous 149,162 1.09%
Holding current value
$51.4 Million
Previous $44.9 Million 13.7%
% of portfolio
0.43%
Previous 0.56%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$218.01 - $304.74 $354,920 - $496,116
1,628 Added 1.09%
150,790 $38.8 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $2.6 Million - $3.28 Million
-10,357 Reduced 6.49%
149,162 $44.9 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $5.26 Million - $7.16 Million
26,785 Added 20.18%
159,519 $42 Million
Q3 2023

Oct 11, 2023

BUY
$202.49 - $234.37 $6.75 Million - $7.81 Million
33,326 Added 33.52%
132,734 $26.9 Million
Q2 2023

Jul 10, 2023

BUY
$188.89 - $223.38 $626,359 - $740,728
3,316 Added 3.45%
99,408 $21 Million
Q1 2023

Apr 14, 2023

BUY
$134.8 - $199.78 $852,610 - $1.26 Million
6,325 Added 7.05%
96,092 $19.2 Million
Q4 2022

Jan 31, 2023

BUY
$128.21 - $165.27 $322,960 - $416,315
2,519 Added 2.89%
89,767 $11.9 Million
Q3 2022

Oct 25, 2022

BUY
$143.84 - $191.27 $6.37 Million - $8.47 Million
44,277 Added 103.04%
87,248 $12.6 Million
Q2 2022

Aug 03, 2022

BUY
$155.6 - $218.85 $328,627 - $462,211
2,112 Added 5.17%
42,971 $7.09 Million
Q1 2022

Apr 18, 2022

SELL
$190.54 - $255.46 $309,818 - $415,377
-1,626 Reduced 3.83%
40,859 $8.68 Million
Q4 2021

Jan 20, 2022

SELL
$247.21 - $309.96 $519,388 - $651,225
-2,101 Reduced 4.71%
42,485 $10.8 Million
Q3 2021

Nov 01, 2021

BUY
$237.55 - $285.63 $2.49 Million - $2.99 Million
10,471 Added 30.69%
44,586 $12.1 Million
Q2 2021

Jul 21, 2021

SELL
$210.54 - $246.26 $4.34 Million - $5.08 Million
-20,629 Reduced 37.68%
34,115 $8.33 Million
Q1 2021

Apr 27, 2021

BUY
$205.33 - $248.59 $2.23 Million - $2.69 Million
10,839 Added 24.69%
54,744 $11.6 Million
Q4 2020

Feb 01, 2021

BUY
$220.15 - $267.07 $897,771 - $1.09 Million
4,078 Added 10.24%
43,905 $9.77 Million
Q3 2020

Nov 06, 2020

BUY
$185.51 - $281.25 $1.14 Million - $1.73 Million
6,139 Added 18.22%
39,827 $10 Million
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $957,188 - $1.37 Million
7,140 Added 26.89%
33,688 $6.31 Million
Q1 2020

May 07, 2020

BUY
$124.3 - $193.36 $899,683 - $1.4 Million
7,238 Added 37.48%
26,548 $3.82 Million
Q4 2019

Jan 15, 2020

BUY
$142.33 - $164.98 $508,402 - $589,308
3,572 Added 22.7%
19,310 $3.14 Million
Q3 2019

Nov 05, 2019

BUY
$139.72 - $159.97 $151,596 - $173,567
1,085 Added 7.4%
15,738 $2.34 Million
Q2 2019

Jul 22, 2019

BUY
$145.1 - $165.96 $1.3 Million - $1.48 Million
8,941 Added 156.53%
14,653 $2.22 Million
Q1 2019

May 14, 2019

BUY
$130.4 - $166.95 $334,867 - $428,727
2,568 Added 81.68%
5,712 $905,000
Q4 2018

Feb 15, 2019

BUY
$120.67 - $159.86 $138,408 - $183,359
1,147 Added 57.44%
3,144 $431,000
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $273,888 - $320,378
1,997 New
1,997 $318,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $341B
  • 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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