Caliber Wealth Management, LLC Salesforce, Inc. Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 11,857 shares of CRM stock, worth $4.06 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

11,857

Previous 12,164 2.52%

Holding current value

$4.06 Million

Previous $3.2 Million 11.59%

% of portfolio

1.9%

Previous 1.88%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$251.12 - $316.88 $77,093 - $97,282	-307 Reduced 2.52%	11,857 $3.57 Million
Q4 2023 Apr 22, 2024	BUY	$196.25 - $267.25 $21,980 - $29,932	112 Added 0.93%	12,164 $3.2 Million
Q3 2023 Oct 16, 2023	BUY	$202.49 - $234.37 $61,556 - $71,248	304 Added 2.59%	12,052 $2.44 Million
Q2 2023 Jul 27, 2023	BUY	$188.89 - $223.38 $43,633 - $51,600	231 Added 2.01%	11,748 $2.48 Million
Q1 2023 Apr 10, 2023	BUY	$134.8 - $199.78 $272,026 - $403,156	2,018 Added 21.24%	11,517 $2.3 Million
Q4 2022 Jan 24, 2023	SELL	$128.21 - $165.27 $114,619 - $147,751	-894 Reduced 8.6%	9,499 $0
Q3 2022 Oct 17, 2022	BUY	$143.84 - $191.27 $50,631 - $67,327	352 Added 3.51%	10,393 $1.5 Million
Q2 2022 Jul 12, 2022	SELL	$155.6 - $218.85 $97,405 - $137,000	-626 Reduced 5.87%	10,041 $1.66 Million
Q1 2022 Apr 14, 2022	BUY	$190.54 - $255.46 $183,680 - $246,263	964 Added 9.94%	10,667 $2.27 Million
Q4 2021 Jan 20, 2022	BUY	$247.21 - $309.96 $476,373 - $597,292	1,927 Added 24.78%	9,703 $2.24 Million
Q3 2021 Oct 25, 2021	BUY	$237.55 - $285.63 $50,123 - $60,267	211 Added 2.79%	7,776 $2.27 Million
Q2 2021 Jul 22, 2021	BUY	$210.54 - $246.26 $50,740 - $59,348	241 Added 3.29%	7,565 $1.85 Million
Q1 2021 Apr 26, 2021	BUY	$205.33 - $248.59 $142,704 - $172,770	695 Added 10.48%	7,324 $1.55 Million
Q4 2020 Jan 19, 2021	BUY	$220.15 - $267.07 $1.46 Million - $1.77 Million	6,629 New	6,629 $1.48 Million

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

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 $342B
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 Caliber Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC with notifications on news.

Account

Caliber Wealth Management, LLC Salesforce, Inc. Transaction History