A detailed history of Aevitas Wealth Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 1,914 shares of CRM stock, worth $654,626. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,914
Previous 1,664 15.02%
Holding current value
$654,626
Previous $239,000 5.86%
% of portfolio
0.15%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$128.21 - $165.27 $32,052 - $41,317
250 Added 15.02%
1,914 $0
Q3 2022

Oct 24, 2022

SELL
$143.84 - $191.27 $2,157 - $2,869
-15 Reduced 0.89%
1,664 $239,000
Q1 2022

Apr 25, 2022

SELL
$190.54 - $255.46 $137,569 - $184,442
-722 Reduced 30.07%
1,679 $356,000
Q4 2021

Jan 19, 2022

BUY
$247.21 - $309.96 $9,888 - $12,398
40 Added 1.69%
2,401 $610,000
Q3 2021

Nov 01, 2021

SELL
$237.55 - $285.63 $1,900 - $2,285
-8 Reduced 0.34%
2,361 $640,000
Q2 2021

Jul 22, 2021

BUY
$210.54 - $246.26 $48,424 - $56,639
230 Added 10.75%
2,369 $579,000
Q1 2021

Apr 29, 2021

BUY
$205.33 - $248.59 $28,746 - $34,802
140 Added 7.0%
2,139 $453,000
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $78,153 - $94,809
355 Added 21.59%
1,999 $445,000
Q2 2020

Jul 29, 2020

BUY
$134.06 - $191.65 $31,638 - $45,229
236 Added 16.76%
1,644 $308,000
Q4 2019

Jan 31, 2020

BUY
$142.33 - $164.98 $200,400 - $232,291
1,408 New
1,408 $229,000
Q2 2019

Jul 26, 2019

SELL
$145.1 - $165.96 $131,750 - $150,691
-908 Closed
0 $0
Q4 2018

Feb 14, 2019

SELL
$120.67 - $159.86 $36,201 - $47,958
-300 Reduced 24.83%
908 $124,000
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $27,430 - $32,086
200 Added 19.84%
1,208 $192,000
Q2 2018

Aug 10, 2018

BUY
$115.3 - $139.8 $115,300 - $139,800
1,000 Added 12500.0%
1,008 $137,000
Q4 2017

Feb 13, 2018

BUY
$93.94 - $108.8 $751 - $870
8
8 $1,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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
Track This Portfolio

Track Aevitas Wealth Management, Inc. Portfolio

Follow Aevitas Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aevitas Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aevitas Wealth Management, Inc. with notifications on news.