Bartlett & Co. Wealth Management LLC Salesforce, Inc. Transaction History

Bartlett & Co. Wealth Management LLC

$6.5 Trillion
Q1 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 229,527 shares of CRM stock, worth $53.8 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

229,527

Previous 240,163 4.43%

Holding current value

$53.8 Million

Previous $63.8 Billion 8.53%

% of portfolio

1.07%

Previous 1.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$251.12 - $316.88 $2.67 Million - $3.37 Million	-10,636 Reduced 4.43%	229,527 $69.2 Billion
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $1.18 Million - $1.61 Million	6,014 Added 2.57%	240,163 $63.8 Billion
Q3 2023 Feb 14, 2024	BUY	$202.49 - $234.37 $342,005 - $395,850	1,689 Added 0.73%	234,149 $47.5 Billion
Q2 2023 Feb 14, 2024	BUY	$188.89 - $223.38 $1.77 Million - $2.09 Million	9,353 Added 4.19%	232,460 $49.1 Billion
Q1 2023 Feb 14, 2024	BUY	$134.8 - $199.78 $1.2 Million - $1.77 Million	8,878 Added 4.14%	223,107 $44.6 Billion

Q4 2022 Feb 14, 2024	SELL	$128.21 - $165.27 $5.79 Million - $7.46 Million	-45,145 Reduced 17.41%	214,229 $28.4 Billion
Q3 2022 Feb 14, 2024	SELL	$143.84 - $191.27 $252,151 - $335,296	-1,753 Reduced 0.67%	259,374 $37.3 Billion
Q2 2022 Feb 14, 2024	SELL	$155.6 - $218.85 $2.24 Million - $3.16 Million	-14,425 Reduced 5.23%	261,127 $43.1 Billion
Q1 2022 Feb 14, 2024	BUY	$190.54 - $255.46 $1.14 Million - $1.53 Million	5,973 Added 2.22%	275,552 $58.5 Billion
Q4 2021 Feb 14, 2024	BUY	$247.21 - $309.96 $1.23 Million - $1.54 Million	4,975 Added 1.88%	269,579 $68.5 Billion
Q3 2021 Feb 13, 2024	BUY	$237.55 - $285.63 $650,887 - $782,626	2,740 Added 1.05%	264,604 $71.8 Billion
Q2 2021 Feb 13, 2024	BUY	$210.54 - $246.26 $1.66 Million - $1.95 Million	7,904 Added 3.11%	261,864 $64 Billion
Q1 2021 Feb 13, 2024	BUY	$205.33 - $248.59 $7.75 Million - $9.38 Million	37,743 Added 17.46%	253,960 $53.8 Billion
Q4 2020 Feb 13, 2024	BUY	$220.15 - $267.07 $3.05 Million - $3.7 Million	13,860 Added 6.85%	216,217 $48.1 Billion
Q3 2020 Feb 13, 2024	BUY	$185.51 - $281.25 $1.06 Million - $1.61 Million	5,722 Added 2.91%	202,357 $50.9 Billion
Q2 2020 Feb 13, 2024	BUY	$134.06 - $191.65 $9.34 Million - $13.4 Million	69,691 Added 54.9%	196,635 $36.8 Billion
Q1 2020 Feb 13, 2024	BUY	$124.3 - $193.36 $15.6 Million - $24.3 Million	125,517 Added 8795.87%	126,944 $18.3 Billion
Q4 2019 Feb 13, 2024	BUY	$142.33 - $164.98 $8,966 - $10,393	63 Added 4.62%	1,427 $232 Million
Q3 2019 Feb 13, 2024	BUY	$139.72 - $159.97 $139,999 - $160,289	1,002 Added 276.8%	1,364 $202 Million
Q2 2019 Feb 13, 2024	BUY	$145.1 - $165.96 $290 - $331	2 Added 0.56%	362 $54.9 Million
Q1 2019 Feb 13, 2024	BUY	$130.4 - $166.95 $23,472 - $30,050	180 Added 100.0%	360 $57 Million
Q1 2018 Feb 13, 2024	BUY	$104.03 - $127.99 $18,725 - $23,038	180 New	180 $20.9 Million

Others Institutions Holding CRM

# of Institutions

2,990

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 $234B
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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Bartlett & Co. Wealth Management LLC Salesforce, Inc. Transaction History