Baker Tilly Wealth Management, LLC Salesforce, Inc. Transaction History

Baker Tilly Wealth Management, LLC

$542 Million
Q1 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 17,824 shares of CRM stock, worth $4.58 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

17,824

Previous 19,171 7.03%

Holding current value

$4.58 Million

Previous $5.04 Million 6.42%

% of portfolio

0.99%

Previous 0.85%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$251.12 - $316.88 $338,258 - $426,837	-1,347 Reduced 7.03%	17,824 $5.37 Million
Q4 2023 Jan 10, 2024	SELL	$196.25 - $267.25 $436,067 - $593,829	-2,222 Reduced 10.39%	19,171 $5.04 Million
Q3 2023 Oct 10, 2023	SELL	$202.49 - $234.37 $3.47 Million - $4.01 Million	-17,128 Reduced 44.46%	21,393 $4.34 Million
Q2 2023 Jul 20, 2023	SELL	$188.89 - $223.38 $848,682 - $1 Million	-4,493 Reduced 10.45%	38,521 $8.14 Million
Q1 2023 Apr 12, 2023	BUY	$134.8 - $199.78 $145,718 - $215,962	1,081 Added 2.58%	43,014 $8.59 Million

Q4 2022 Jan 26, 2023	BUY	$128.21 - $165.27 $290,523 - $374,501	2,266 Added 5.71%	41,933 $0
Q3 2022 Oct 20, 2022	SELL	$143.84 - $191.27 $335,147 - $445,659	-2,330 Reduced 5.55%	39,667 $5.71 Million
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $482,048 - $677,997	3,098 Added 7.96%	41,997 $6.93 Million
Q1 2022 Apr 27, 2022	BUY	$190.54 - $255.46 $1.35 Million - $1.81 Million	7,078 Added 22.24%	38,899 $8.26 Million
Q4 2021 Feb 08, 2022	BUY	$247.21 - $309.96 $671,175 - $841,541	2,715 Added 9.33%	31,821 $8.09 Million
Q3 2021 Nov 02, 2021	BUY	$237.55 - $285.63 $1.37 Million - $1.65 Million	5,762 Added 24.68%	29,106 $7.89 Million
Q2 2021 Jul 30, 2021	BUY	$210.54 - $246.26 $444,660 - $520,101	2,112 Added 9.95%	23,344 $5.7 Million
Q1 2021 Apr 28, 2021	BUY	$205.33 - $248.59 $2.43 Million - $2.94 Million	11,840 Added 126.06%	21,232 $4.5 Million
Q4 2020 Feb 03, 2021	BUY	$220.15 - $267.07 $2.07 Million - $2.51 Million	9,392 New	9,392 $2.09 Million

Others Institutions Holding CRM

# of Institutions

2,995

Shares Held

737M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $257B
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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Salesforce, Inc. Transaction History