Aj Wealth Strategies, LLC Salesforce, Inc. Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 9,562 shares of CRM stock, worth $3.27 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,562

Previous 9,466 1.01%

Holding current value

$3.27 Million

Previous $1.89 Million 6.82%

% of portfolio

0.1%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$188.89 - $223.38 $18,133 - $21,444	96 Added 1.01%	9,562 $2.02 Million
Q1 2023 Apr 28, 2023	SELL	$134.8 - $199.78 $258,276 - $382,778	-1,916 Reduced 16.83%	9,466 $1.89 Million
Q3 2022 Oct 27, 2022	SELL	$143.84 - $191.27 $690,575 - $918,287	-4,801 Reduced 29.67%	11,382 $1.64 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $1.24 Million - $1.66 Million	-6,495 Reduced 28.64%	16,183 $3.44 Million
Q4 2021 Jan 26, 2022	SELL	$247.21 - $309.96 $93,692 - $117,474	-379 Reduced 1.64%	22,678 $5.76 Million
Q3 2021 Oct 20, 2021	SELL	$237.55 - $285.63 $739,493 - $889,166	-3,113 Reduced 11.9%	23,057 $6.25 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $764,260 - $893,923	-3,630 Reduced 12.18%	26,170 $6.39 Million
Q1 2021 May 06, 2021	SELL	$205.33 - $248.59 $626,051 - $757,950	-3,049 Reduced 9.28%	29,800 $6.31 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $1.05 Million - $1.28 Million	4,779 Added 17.03%	32,849 $7.31 Million
Q3 2020 Nov 16, 2020	SELL	$185.51 - $281.25 $2.46 Million - $3.73 Million	-13,266 Reduced 32.09%	28,070 $7.06 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $1.64 Million - $2.35 Million	-12,256 Reduced 22.87%	41,336 $7.74 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $6.66 Million - $10.4 Million	53,592 New	53,592 $7.72 Million

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 $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

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Account

Aj Wealth Strategies, LLC Salesforce, Inc. Transaction History