Elmwood Wealth Management, Inc. Salesforce, Inc. Transaction History

Elmwood Wealth Management, Inc.

$206 Million
Q2 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 6,942 shares of CRM stock, worth $1.92 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

6,942

Previous 6,982 0.57%

Holding current value

$1.92 Million

Previous $2.1 Million 15.13%

% of portfolio

0.87%

Previous 0.96%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $8,720 - $12,189	-40 Reduced 0.57%	6,942 $1.78 Million
Q1 2024 May 10, 2024	BUY	$251.12 - $316.88 $395,262 - $498,769	1,574 Added 29.11%	6,982 $2.1 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $349,521 - $475,972	-1,781 Reduced 24.77%	5,408 $1.42 Million
Q3 2023 Nov 15, 2023	SELL	$202.49 - $234.37 $6,074 - $7,031	-30 Reduced 0.42%	7,189 $1.46 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $38,344 - $45,346	-203 Reduced 2.74%	7,219 $1.53 Million
Q1 2023 Apr 28, 2023	SELL	$134.8 - $199.78 $114,714 - $170,012	-851 Reduced 10.29%	7,422 $1.48 Million
Q4 2022 Jan 25, 2023	SELL	$128.21 - $165.27 $1,666 - $2,148	-13 Reduced 0.16%	8,273 $0
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $7,192 - $9,563	-50 Reduced 0.6%	8,286 $1.19 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $54,303 - $72,806	285 Added 3.54%	8,336 $1.77 Million
Q4 2021 Feb 08, 2022	SELL	$247.21 - $309.96 $80,837 - $101,356	-327 Reduced 3.9%	8,051 $2.05 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $299,371 - $362,444	1,458 Added 21.07%	8,378 $1.78 Million
Q2 2020 Aug 13, 2020	SELL	$134.06 - $191.65 $427,651 - $611,363	-3,190 Reduced 31.55%	6,920 $1.3 Million
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $321,315 - $499,835	2,585 Added 34.35%	10,110 $1.46 Million
Q4 2019 Feb 05, 2020	SELL	$142.33 - $164.98 $37,005 - $42,894	-260 Reduced 3.34%	7,525 $1.22 Million
Q3 2019 Nov 13, 2019	SELL	$139.72 - $159.97 $12,854 - $14,717	-92 Reduced 1.17%	7,785 $1.16 Million
Q2 2019 Aug 07, 2019	SELL	$145.1 - $165.96 $54,992 - $62,898	-379 Reduced 4.59%	7,877 $1.2 Million
Q1 2019 May 22, 2019	SELL	$130.4 - $166.95 $187,124 - $239,573	-1,435 Reduced 14.81%	8,256 $1.31 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $15,325 - $20,302	127 Added 1.33%	9,691 $1.33 Million
Q3 2018 Oct 11, 2018	SELL	$137.15 - $160.43 $16,595 - $19,412	-121 Reduced 1.25%	9,564 $1.52 Billion
Q2 2018 Aug 22, 2018	SELL	$115.3 - $139.8 $49,002 - $59,415	-425 Reduced 4.2%	9,685 $1.32 Billion
Q1 2018 May 10, 2018	BUY	$104.03 - $127.99 $1.05 Million - $1.29 Million	10,110 New	10,110 $1.18 Billion

Others Institutions Holding CRM

# of Institutions

2,897

Shares Held

745M

Call Options Held

16.1M

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 $277B
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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Elmwood Wealth Management, Inc. Salesforce, Inc. Transaction History