Altium Wealth Management LLC Salesforce, Inc. Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Altium Wealth Management LLC holds 11,408 shares of CRM stock, worth $3.83 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,408

Previous 10,992 3.78%

Holding current value

$3.83 Million

Previous $2.33 Million 19.32%

% of portfolio

0.14%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$155.6 - $218.85 $64,729 - $91,041	416 Added 3.78%	11,408 $1.88 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $203,115 - $272,320	1,066 Added 10.74%	10,992 $2.33 Million
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $79,601 - $99,807	322 Added 3.35%	9,926 $2.52 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $52,498 - $63,124	221 Added 2.36%	9,604 $2.61 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $3,158 - $3,693	-15 Reduced 0.16%	9,383 $2.29 Million
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $61,804 - $74,825	301 Added 3.31%	9,398 $1.99 Million
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $77,052 - $93,474	350 Added 4.0%	9,097 $2.02 Million
Q3 2020 Oct 26, 2020	BUY	$185.51 - $281.25 $39,328 - $59,625	212 Added 2.48%	8,747 $2.2 Million
Q2 2020 Jul 31, 2020	SELL	$134.06 - $191.65 $16,489 - $23,572	-123 Reduced 1.42%	8,535 $1.6 Million
Q1 2020 Apr 23, 2020	BUY	$124.3 - $193.36 $167,307 - $260,262	1,346 Added 18.41%	8,658 $1.25 Million
Q4 2019 Jan 17, 2020	BUY	$142.33 - $164.98 $1,565 - $1,814	11 Added 0.15%	7,312 $1.19 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $88,023 - $100,781	630 Added 9.44%	7,301 $1.08 Million
Q2 2019 Jul 18, 2019	BUY	$145.1 - $165.96 $281,348 - $321,796	1,939 Added 40.98%	6,671 $1.01 Million
Q1 2019 Apr 26, 2019	SELL	$130.4 - $166.95 $37,685 - $48,248	-289 Reduced 5.76%	4,732 $749,000
Q4 2018 Jan 18, 2019	BUY	$120.67 - $159.86 $12,670 - $16,785	105 Added 2.14%	5,021 $688,000
Q3 2018 Nov 13, 2018	SELL	$137.15 - $160.43 $39,362 - $46,043	-287 Reduced 5.52%	4,916 $782,000
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $222,759 - $270,093	1,932 Added 59.06%	5,203 $710,000
Q1 2018 Jun 06, 2018	BUY	$104.03 - $127.99 $46,397 - $57,083	446 Added 15.79%	3,271 $381,000
Q4 2017 Jun 01, 2018	BUY	$93.94 - $108.8 $265,380 - $307,360	2,825	2,825 $288,000

Others Institutions Holding CRM

# of Institutions

2,945

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 $336B
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 Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.

Account

Altium Wealth Management LLC Salesforce, Inc. Transaction History