A detailed history of Edge Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Edge Wealth Management LLC holds 47,226 shares of CRM stock, worth $16.1 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
47,226
Previous 47,535 0.65%
Holding current value
$16.1 Million
Previous $12.2 Million 5.77%
% of portfolio
2.6%
Previous 2.57%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$238.42 - $276.53 $73,671 - $85,447
-309 Reduced 0.65%
47,226 $12.9 Million
Q2 2024

Jul 12, 2024

SELL
$218.01 - $304.74 $85,241 - $119,153
-391 Reduced 0.82%
47,535 $12.2 Million
Q1 2024

Apr 15, 2024

SELL
$251.12 - $316.88 $5,022 - $6,337
-20 Reduced 0.04%
47,926 $14.4 Million
Q4 2023

Jan 11, 2024

SELL
$196.25 - $267.25 $8,831 - $12,026
-45 Reduced 0.09%
47,946 $12.6 Million
Q3 2023

Oct 13, 2023

SELL
$202.49 - $234.37 $63,784 - $73,826
-315 Reduced 0.65%
47,991 $9.73 Million
Q2 2023

Jul 13, 2023

BUY
$188.89 - $223.38 $391,002 - $462,396
2,070 Added 4.48%
48,306 $10.2 Million
Q1 2023

Apr 17, 2023

SELL
$134.8 - $199.78 $28,173 - $41,754
-209 Reduced 0.45%
46,236 $9.24 Million
Q4 2022

Jan 25, 2023

SELL
$128.21 - $165.27 $829,134 - $1.07 Million
-6,467 Reduced 12.22%
46,445 $0
Q3 2022

Oct 18, 2022

BUY
$143.84 - $191.27 $35,528 - $47,243
247 Added 0.47%
52,912 $7.72 Million
Q2 2022

Jul 22, 2022

SELL
$155.6 - $218.85 $39,678 - $55,806
-255 Reduced 0.48%
52,665 $8.69 Million
Q1 2022

Apr 14, 2022

BUY
$190.54 - $255.46 $138,141 - $185,208
725 Added 1.39%
52,920 $11.2 Million
Q4 2021

Jan 14, 2022

BUY
$247.21 - $309.96 $2.23 Million - $2.8 Million
9,037 Added 20.94%
52,195 $13.3 Million
Q3 2021

Oct 13, 2021

BUY
$237.55 - $285.63 $753,508 - $906,018
3,172 Added 7.93%
43,158 $11.7 Million
Q2 2021

Jul 23, 2021

BUY
$210.54 - $246.26 $127,587 - $149,233
606 Added 1.54%
39,986 $9.79 Million
Q1 2021

Apr 09, 2021

BUY
$205.33 - $248.59 $830,765 - $1.01 Million
4,046 Added 11.45%
39,380 $8.34 Million
Q4 2020

Jan 19, 2021

BUY
$220.15 - $267.07 $203,418 - $246,772
924 Added 2.69%
35,334 $7.84 Million
Q3 2020

Oct 21, 2020

SELL
$185.51 - $281.25 $643,163 - $975,093
-3,467 Reduced 9.15%
34,410 $8.65 Million
Q2 2020

Aug 03, 2020

BUY
$134.06 - $191.65 $3.57 Million - $5.11 Million
26,662 Added 237.74%
37,877 $7.1 Million
Q1 2020

Apr 20, 2020

BUY
$124.3 - $193.36 $1.39 Million - $2.17 Million
11,215 New
11,215 $1.65 Million
Q4 2019

Jan 29, 2020

SELL
$142.33 - $164.98 $1.61 Million - $1.86 Million
-11,278 Closed
0 $0
Q3 2019

Oct 21, 2019

BUY
$139.72 - $159.97 $7,265 - $8,318
52 Added 0.46%
11,278 $1.67 Million
Q2 2019

Jul 15, 2019

BUY
$145.1 - $165.96 $325,314 - $372,082
2,242 Added 24.96%
11,226 $1.69 Million
Q1 2019

Apr 11, 2019

BUY
$130.4 - $166.95 $1,304 - $1,669
10 Added 0.11%
8,984 $1.42 Million
Q4 2018

Jan 11, 2019

BUY
$120.67 - $159.86 $605,039 - $801,538
5,014 Added 126.62%
8,974 $1.23 Million
Q2 2018

Jul 17, 2018

BUY
$115.3 - $139.8 $64,568 - $78,288
560 Added 16.47%
3,960 $540,000
Q3 2017

Oct 19, 2017

BUY
$87.63 - $97.71 $297,942 - $332,214
3,400
3,400 $317,000

Others Institutions Holding CRM

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
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