Blue Zone Wealth Advisors, LLC Salesforce, Inc. Transaction History

Blue Zone Wealth Advisors, LLC

$300 Million
Q3 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 23,240 shares of CRM stock, worth $7.99 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

23,240

Previous 22,563 3.0%

Holding current value

$7.99 Million

Previous $5.8 Million 9.67%

% of portfolio

2.12%

Previous 2.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$238.42 - $276.53 $161,410 - $187,210	677 Added 3.0%	23,240 $6.36 Million
Q2 2024 Jul 12, 2024	SELL	$218.01 - $304.74 $472,209 - $660,066	-2,166 Reduced 8.76%	22,563 $5.8 Million
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $472,607 - $596,368	-1,882 Reduced 7.07%	24,729 $7.45 Million
Q4 2023 Jan 09, 2024	BUY	$196.25 - $267.25 $21,587 - $29,397	110 Added 0.42%	26,611 $7 Million
Q3 2023 Oct 13, 2023	SELL	$202.49 - $234.37 $11,136 - $12,890	-55 Reduced 0.21%	26,501 $5.37 Million
Q2 2023 Jul 24, 2023	BUY	$188.89 - $223.38 $23,800 - $28,145	126 Added 0.48%	26,556 $5.61 Million
Q1 2023 Apr 20, 2023	SELL	$134.8 - $199.78 $2,156 - $3,196	-16 Reduced 0.06%	26,430 $5.28 Million
Q4 2022 Jan 27, 2023	BUY	$128.21 - $165.27 $29,744 - $38,342	232 Added 0.89%	26,446 $0
Q3 2022 Oct 14, 2022	SELL	$143.84 - $191.27 $135,928 - $180,750	-945 Reduced 3.48%	26,214 $3.77 Million
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $50,414 - $70,907	324 Added 1.21%	27,159 $4.48 Million
Q1 2022 Apr 08, 2022	BUY	$190.54 - $255.46 $524,747 - $703,536	2,754 Added 11.44%	26,835 $5.7 Million
Q4 2021 Jan 24, 2022	BUY	$247.21 - $309.96 $48,947 - $61,372	198 Added 0.83%	24,081 $6.12 Million
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $580,097 - $697,508	2,442 Added 11.39%	23,883 $6.48 Million
Q2 2021 Aug 04, 2021	BUY	$210.54 - $246.26 $290,334 - $339,592	1,379 Added 6.87%	21,441 $5.24 Million
Q1 2021 May 04, 2021	BUY	$205.33 - $248.59 $366,719 - $443,981	1,786 Added 9.77%	20,062 $4.25 Million
Q4 2020 Jan 22, 2021	BUY	$220.15 - $267.07 $3.11 Million - $3.77 Million	14,111 Added 338.8%	18,276 $4.07 Million
Q3 2020 Oct 23, 2020	SELL	$185.51 - $281.25 $190,518 - $288,843	-1,027 Reduced 19.78%	4,165 $1.05 Million
Q2 2020 Jul 20, 2020	BUY	$134.06 - $191.65 $696,039 - $995,046	5,192 New	5,192 $973,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
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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Blue Zone Wealth Advisors, LLC Salesforce, Inc. Transaction History