Allworth Financial LP Salesforce, Inc. Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

A detailed history of Allworth Financial LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 21,665 shares of CRM stock, worth $7.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,665

Previous 23,160 6.46%

Holding current value

$7.46 Million

Previous $5.95 Million 0.42%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$238.42 - $276.53 $356,437 - $413,412	-1,495 Reduced 6.46%	21,665 $5.93 Million
Q2 2024 Jul 23, 2024	BUY	$218.01 - $304.74 $682,589 - $954,140	3,131 Added 15.63%	23,160 $5.95 Million
Q1 2024 Apr 25, 2024	BUY	$251.12 - $316.88 $1.21 Million - $1.53 Million	4,834 Added 31.81%	20,029 $6.03 Million
Q4 2023 Jan 24, 2024	BUY	$196.25 - $267.25 $306,542 - $417,444	1,562 Added 11.46%	15,195 $4 Million
Q3 2023 Oct 31, 2023	BUY	$202.49 - $234.37 $89,095 - $103,122	440 Added 3.34%	13,633 $2.76 Million
Q2 2023 Jul 18, 2023	BUY	$188.89 - $223.38 $1.01 Million - $1.19 Million	5,336 Added 67.91%	13,193 $2.79 Million
Q1 2023 Apr 18, 2023	BUY	$134.8 - $199.78 $301,008 - $446,108	2,233 Added 39.7%	7,857 $1.57 Million
Q4 2022 Jan 13, 2023	SELL	$128.21 - $165.27 $275,266 - $354,834	-2,147 Reduced 27.63%	5,624 $0
Q3 2022 Oct 18, 2022	SELL	$143.84 - $191.27 $214,321 - $284,992	-1,490 Reduced 16.09%	7,771 $1.12 Million
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $752,948 - $1.06 Million	4,839 Added 109.43%	9,261 $1.53 Million
Q1 2022 Apr 22, 2022	BUY	$190.54 - $255.46 $83,647 - $112,146	439 Added 11.02%	4,422 $939,000
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $49,689 - $62,301	201 Added 5.31%	3,983 $1.01 Million
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $252,515 - $303,624	1,063 Added 39.1%	3,782 $1.03 Million
Q2 2021 Aug 02, 2021	BUY	$210.54 - $246.26 $2,947 - $3,447	14 Added 0.52%	2,719 $664,000
Q1 2021 Apr 29, 2021	BUY	$205.33 - $248.59 $51,332 - $62,147	250 Added 10.18%	2,705 $573,000
Q4 2020 Jan 26, 2021	BUY	$220.15 - $267.07 $98,627 - $119,647	448 Added 22.32%	2,455 $546,000
Q3 2020 Nov 03, 2020	SELL	$185.51 - $281.25 $10,759 - $16,312	-58 Reduced 2.81%	2,007 $504,000
Q1 2020 Apr 17, 2020	BUY	$124.3 - $193.36 $870 - $1,353	7 Added 0.34%	2,065 $297,000
Q2 2018 Aug 08, 2018	BUY	$115.3 - $139.8 $6,456 - $7,828	56 Added 2.8%	2,058 $281,000
Q1 2018 May 02, 2018	SELL	$104.03 - $127.99 $208 - $255	-2 Reduced 0.1%	2,002 $233,000
Q4 2017 Feb 22, 2018	BUY	$93.94 - $108.8 $375 - $435	4 Added 0.2%	2,004 $205,000
Q2 2017 Aug 07, 2017	BUY	N/A	2,000	2,000 $173,000

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...

More about CRM

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Allworth Financial LP Salesforce, Inc. Transaction History