Cfm Wealth Partners LLC Salesforce, Inc. Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 42,005 shares of CRM stock, worth $14.1 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

42,005

Previous 42,478 1.11%

Holding current value

$14.1 Million

Previous $11.6 Million 1.11%

% of portfolio

2.02%

Previous 2.4%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$238.42 - $276.53 $112,772 - $130,798	-473 Reduced 1.11%	42,005 $11.5 Million
Q3 2024 Oct 15, 2024	SELL	$238.42 - $276.53 $15,497 - $17,974	-65 Reduced 0.15%	42,478 $11.6 Million
Q2 2024 Jul 18, 2024	SELL	$218.01 - $304.74 $5,886 - $8,227	-27 Reduced 0.06%	42,543 $10.9 Million
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $252,124 - $318,147	1,004 Added 2.42%	42,570 $12.8 Million
Q4 2023 Jan 11, 2024	SELL	$196.25 - $267.25 $40,231 - $54,786	-205 Reduced 0.49%	41,566 $10.9 Million
Q3 2023 Oct 11, 2023	SELL	$202.49 - $234.37 $10,934 - $12,655	-54 Reduced 0.13%	41,771 $8.47 Million
Q2 2023 Jul 14, 2023	SELL	$188.89 - $223.38 $22,855 - $27,028	-121 Reduced 0.29%	41,825 $8.84 Million
Q1 2023 Apr 12, 2023	BUY	$134.8 - $199.78 $5.65 Million - $8.38 Million	41,946 New	41,946 $8.38 Million
Q4 2022 Jan 19, 2023	SELL	$128.21 - $165.27 $159,621 - $205,761	-1,245 Reduced 2.84%	42,559 $5.64 Billion
Q3 2022 Oct 17, 2022	SELL	$143.84 - $191.27 $87,167 - $115,909	-606 Reduced 1.36%	43,804 $6.3 Million
Q2 2022 Jul 12, 2022	SELL	$155.6 - $218.85 $108,297 - $152,319	-696 Reduced 1.54%	44,410 $7.33 Million
Q1 2022 Apr 14, 2022	SELL	$190.54 - $255.46 $14,671 - $19,670	-77 Reduced 0.17%	45,106 $9.58 Million
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $578,224 - $724,996	2,339 Added 5.46%	45,183 $11.5 Million
Q3 2021 Oct 25, 2021	BUY	$237.55 - $285.63 $192,653 - $231,645	811 Added 1.93%	42,844 $11.6 Million
Q2 2021 Jul 21, 2021	BUY	$210.54 - $246.26 $65,477 - $76,586	311 Added 0.75%	42,033 $10.3 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $198,554 - $240,386	967 Added 2.37%	41,722 $8.84 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $529,020 - $641,769	2,403 Added 6.27%	40,755 $9.07 Million
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $394,394 - $597,937	2,126 Added 5.87%	38,352 $9.64 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $45,044 - $64,394	336 Added 0.94%	36,226 $6.79 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $207,953 - $323,491	1,673 Added 4.89%	35,890 $5.17 Million
Q4 2019 Jan 30, 2020	BUY	$142.33 - $164.98 $4.87 Million - $5.65 Million	34,217 New	34,217 $6.25 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 $336B
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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Cfm Wealth Partners LLC Salesforce, Inc. Transaction History