Bison Wealth, LLC Salesforce, Inc. Transaction History

Bison Wealth, LLC

$581 Million
Q2 2024

A detailed history of Bison Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bison Wealth, LLC holds 2,140 shares of CRM stock, worth $630,700. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,140

Previous 2,140 -0.0%

Holding current value

$630,700

Previous $644,000 14.6%

% of portfolio

0.09%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$251.12 - $316.88 $52,484 - $66,227	209 Added 10.82%	2,140 $644,000
Q4 2023 Jan 30, 2024	BUY	$196.25 - $267.25 $13,933 - $18,974	71 Added 3.82%	1,931 $508,000
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $45,762 - $52,967	-226 Reduced 10.83%	1,860 $377,000
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $167,167 - $197,691	885 Added 73.69%	2,086 $440,000
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $5,526 - $8,190	-41 Reduced 3.3%	1,201 $239,000
Q4 2022 Feb 10, 2023	SELL	$128.21 - $165.27 $20,257 - $26,112	-158 Reduced 11.29%	1,242 $164,000
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $21,576 - $28,690	150 Added 12.0%	1,400 $201,000
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $72,198 - $101,546	-464 Reduced 27.07%	1,250 $206,000
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $35,249 - $47,260	-185 Reduced 9.74%	1,714 $364,000
Q4 2021 Feb 02, 2022	SELL	$247.21 - $309.96 $21,260 - $26,656	-86 Reduced 4.33%	1,899 $483,000
Q3 2021 Nov 03, 2021	BUY	$237.55 - $285.63 $1,425 - $1,713	6 Added 0.3%	1,985 $538,000
Q2 2021 Aug 02, 2021	BUY	$210.54 - $246.26 $416,658 - $487,348	1,979 New	1,979 $483,000
Q1 2021 May 05, 2021	SELL	$205.33 - $248.59 $295,059 - $357,223	-1,437 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $122,183 - $148,223	555 Added 62.93%	1,437 $320,000
Q3 2020 Oct 16, 2020	BUY	$185.51 - $281.25 $163,619 - $248,062	882 New	882 $222,000
Q2 2020 Aug 03, 2020	SELL	$134.06 - $191.65 $726,203 - $1.04 Million	-5,417 Closed	0 $0
Q1 2020 May 04, 2020	SELL	$124.3 - $193.36 $263,143 - $409,343	-2,117 Reduced 28.1%	5,417 $780,000
Q4 2019 Feb 05, 2020	SELL	$142.33 - $164.98 $370,769 - $429,772	-2,605 Reduced 25.69%	7,534 $1.23 Million
Q3 2019 Nov 04, 2019	BUY	$139.72 - $159.97 $792,072 - $906,869	5,669 Added 126.82%	10,139 $1.51 Million
Q2 2019 Aug 05, 2019	BUY	$145.1 - $165.96 $104,181 - $119,159	718 Added 19.14%	4,470 $678,000
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $41,728 - $53,424	320 Added 9.32%	3,752 $594,000
Q4 2018 Feb 08, 2019	SELL	$120.67 - $159.86 $4,102 - $5,435	-34 Reduced 0.98%	3,432 $470,000
Q3 2018 Nov 09, 2018	BUY	$137.15 - $160.43 $39,910 - $46,685	291 Added 9.17%	3,466 $551,000
Q2 2018 Aug 09, 2018	BUY	$115.3 - $139.8 $366,077 - $443,865	3,175 New	3,175 $433,000

Others Institutions Holding CRM

# of Institutions

2,912

Shares Held

750M

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 $295B
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 Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Account