Arbor Trust Wealth Advisors, LLC Salesforce, Inc. Transaction History

Arbor Trust Wealth Advisors, LLC

$190 Million
Q2 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 6,542 shares of CRM stock, worth $1.86 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

6,542

Previous 6,487 0.85%

Holding current value

$1.86 Million

Previous $1.95 Million 13.93%

% of portfolio

0.88%

Previous 1.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$218.01 - $304.74 $11,990 - $16,760	55 Added 0.85%	6,542 $1.68 Million
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $48,968 - $61,791	195 Added 3.1%	6,487 $1.95 Million
Q4 2023 Jan 30, 2024	BUY	$196.25 - $267.25 $17,662 - $24,052	90 Added 1.45%	6,292 $1.66 Million
Q3 2023 Oct 10, 2023	BUY	$202.49 - $234.37 $11,541 - $13,359	57 Added 0.93%	6,202 $1.26 Million
Q2 2023 Jul 31, 2023	BUY	$188.89 - $223.38 $69,889 - $82,650	370 Added 6.41%	6,145 $1.3 Million
Q1 2023 May 02, 2023	SELL	$134.8 - $199.78 $4,044 - $5,993	-30 Reduced 0.52%	5,775 $1.15 Million
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $25,898 - $33,384	-202 Reduced 3.36%	5,805 $769,000
Q3 2022 Oct 24, 2022	SELL	$143.84 - $191.27 $22,582 - $30,029	-157 Reduced 2.55%	6,007 $860,000
Q2 2022 Jul 15, 2022	BUY	$155.6 - $218.85 $54,304 - $76,378	349 Added 6.0%	6,164 $1.02 Million
Q1 2022 Apr 25, 2022	SELL	$190.54 - $255.46 $32,391 - $43,428	-170 Reduced 2.84%	5,815 $1.24 Million
Q4 2021 Jan 20, 2022	BUY	$247.21 - $309.96 $1,236 - $1,549	5 Added 0.08%	5,985 $1.52 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $15,440 - $18,565	-65 Reduced 1.08%	5,980 $1.62 Million
Q2 2021 Jul 26, 2021	SELL	$210.54 - $246.26 $7,368 - $8,619	-35 Reduced 0.58%	6,045 $1.48 Million
Q1 2021 May 10, 2021	BUY	$205.33 - $248.59 $58,519 - $70,848	285 Added 4.92%	6,080 $1.29 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $27,518 - $33,383	125 Added 2.2%	5,795 $1.29 Million
Q3 2020 Nov 09, 2020	SELL	$185.51 - $281.25 $2,782 - $4,218	-15 Reduced 0.26%	5,670 $1.43 Million
Q2 2020 Aug 05, 2020	SELL	$134.06 - $191.65 $66,359 - $94,866	-495 Reduced 8.01%	5,685 $1.07 Million
Q1 2020 Apr 30, 2020	SELL	$124.3 - $193.36 $3,480 - $5,414	-28 Reduced 0.45%	6,180 $890,000
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $883,584 - $1.02 Million	6,208 New	6,208 $1.01 Million

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $285B
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 Arbor Trust Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Trust Wealth Advisors, LLC with notifications on news.

Account

Arbor Trust Wealth Advisors, LLC Salesforce, Inc. Transaction History