Connectus Wealth, LLC Salesforce, Inc. Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Connectus Wealth, LLC holds 147,996 shares of CRM stock, worth $50.5 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

147,996

Previous 168,706 12.28%

Holding current value

$50.5 Million

Previous $44.4 Million 0.41%

% of portfolio

1.02%

Previous 0.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $5.2 Million - $6.56 Million	-20,710 Reduced 12.28%	147,996 $44.6 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $2.64 Million - $3.59 Million	13,443 Added 8.66%	168,706 $44.4 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $458,437 - $530,613	-2,264 Reduced 1.44%	155,263 $31.5 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $3.76 Million - $4.45 Million	19,925 Added 14.48%	157,527 $33.3 Million
Q1 2023 May 11, 2023	SELL	$134.8 - $199.78 $1.03 Million - $1.53 Million	-7,649 Reduced 5.27%	137,602 $27.5 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $692,590 - $892,788	-5,402 Reduced 3.59%	145,251 $19.3 Million
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $3,020 - $4,016	-21 Reduced 0.01%	150,653 $21.7 Million
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $6.67 Million - $9.37 Million	42,835 Added 39.72%	150,674 $24.9 Million
Q1 2022 May 06, 2022	SELL	$190.54 - $255.46 $817,226 - $1.1 Million	-4,289 Reduced 3.83%	107,839 $27.4 Million
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $27.7 Million - $34.8 Million	112,128 New	112,128 $28.5 Million

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

752M

Call Options Held

15.4M

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 $341B
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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Connectus Wealth, LLC Salesforce, Inc. Transaction History