Atticus Wealth Management, LLC Salesforce, Inc. Transaction History

Atticus Wealth Management, LLC

$267 Million
Q2 2024

A detailed history of Atticus Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 47 shares of CRM stock, worth $12,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 36 30.56%

Holding current value

$12,996

Previous $10,000 20.0%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$218.01 - $304.74 $2,398 - $3,352	11 Added 30.56%	47 $12,000
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $3,013 - $3,802	-12 Reduced 25.0%	36 $10,000
Q3 2023 Nov 15, 2023	SELL	$202.49 - $234.37 $27,538 - $31,874	-136 Reduced 73.91%	48 $9,000
Q2 2023 Jul 20, 2023	SELL	$188.89 - $223.38 $10,200 - $12,062	-54 Reduced 22.69%	184 $38,000
Q1 2023 Apr 17, 2023	SELL	$134.8 - $199.78 $14,693 - $21,776	-109 Reduced 31.41%	238 $47,000
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $257,317 - $331,696	-2,007 Reduced 85.26%	347 $46,000
Q2 2022 Jul 13, 2022	SELL	$155.6 - $218.85 $25,518 - $35,891	-164 Reduced 6.51%	2,354 $389,000
Q1 2022 Apr 15, 2022	BUY	$190.54 - $255.46 $73,738 - $98,863	387 Added 18.16%	2,518 $535,000
Q4 2021 Jan 26, 2022	BUY	$247.21 - $309.96 $8,157 - $10,228	33 Added 1.57%	2,131 $542,000
Q3 2021 Oct 18, 2021	SELL	$237.55 - $285.63 $35,157 - $42,273	-148 Reduced 6.59%	2,098 $569,000
Q2 2021 Jul 21, 2021	SELL	$210.54 - $246.26 $12,632 - $14,775	-60 Reduced 2.6%	2,246 $549,000
Q1 2021 Apr 15, 2021	SELL	$205.33 - $248.59 $294,853 - $356,975	-1,436 Reduced 38.38%	2,306 $489,000
Q4 2020 Jan 20, 2021	BUY	$220.15 - $267.07 $84,757 - $102,821	385 Added 11.47%	3,742 $833,000
Q3 2020 Oct 21, 2020	BUY	$185.51 - $281.25 $300,897 - $456,187	1,622 Added 93.49%	3,357 $844,000
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $157,118 - $224,613	1,172 Added 208.17%	1,735 $325,000
Q1 2020 Apr 23, 2020	SELL	$124.3 - $193.36 $33,188 - $51,627	-267 Reduced 32.17%	563 $81,000
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $118,133 - $136,933	830 New	830 $135,000

Others Institutions Holding CRM

# of Institutions

2,897

Shares Held

745M

Call Options Held

16.1M

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 $277B
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...

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Atticus Wealth Management, LLC Salesforce, Inc. Transaction History