Centric Wealth Management Salesforce, Inc. Transaction History

Centric Wealth Management

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $48,544 - $57,408	-257 Reduced 20.96%	969 $204,000
Q1 2023 May 01, 2023	BUY	$134.8 - $199.78 $165,264 - $244,930	1,226 New	1,226 $244,000
Q3 2022 Oct 05, 2022	SELL	$143.84 - $191.27 $2,732 - $3,634	-19 Reduced 0.52%	3,664 $527,000
Q2 2022 Jul 06, 2022	SELL	$155.6 - $218.85 $105,030 - $147,723	-675 Reduced 15.49%	3,683 $608,000
Q1 2022 Apr 05, 2022	BUY	$190.54 - $255.46 $36,393 - $48,792	191 Added 4.58%	4,358 $925,000
Q4 2021 Jan 27, 2022	BUY	$247.21 - $309.96 $4,449 - $5,579	18 Added 0.43%	4,167 $1.06 Million
Q2 2021 Jul 21, 2021	SELL	$210.54 - $246.26 $72,425 - $84,713	-344 Reduced 7.66%	4,149 $1.01 Million
Q1 2021 Apr 14, 2021	BUY	$205.33 - $248.59 $347,007 - $420,117	1,690 Added 60.29%	4,493 $952,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $617,080 - $748,597	2,803 New	2,803 $624,000
Q3 2020 Oct 05, 2020	SELL	$185.51 - $281.25 $282,160 - $427,781	-1,521 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$134.06 - $191.65 $203,905 - $291,499	1,521 New	1,521 $285,000

2,944

728M

15.5M

15.6M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $325B
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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