Ep Wealth Advisors, LLC Salesforce, Inc. Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 26,451 shares of CRM stock, worth $6.78 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

26,451

Previous 21,898 20.79%

Holding current value

$6.78 Million

Previous $5.76 Million 38.25%

% of portfolio

0.09%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $1.14 Million - $1.44 Million	4,553 Added 20.79%	26,451 $7.97 Million
Q4 2023 Feb 28, 2024	BUY	$196.25 - $267.25 $378,762 - $515,792	1,930 Added 9.67%	21,898 $5.76 Million
Q3 2023 Nov 22, 2023	SELL	$202.49 - $234.37 $208 Million - $240 Million	-1,025,458 Reduced 98.09%	19,968 $4.05 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $197 Million - $233 Million	1,043,421 Added 52040.95%	1,045,426 $221 Million
Q1 2023 Jun 05, 2023	BUY	$134.8 - $199.78 $270,274 - $400,558	2,005 New	2,005 $400,000

Q4 2022 Jun 12, 2023	BUY	$128.21 - $165.27 $1.28 Million - $1.65 Million	10,009 Added 499.2%	12,014 $1.59 Million
Q2 2022 Aug 11, 2022	BUY	$155.6 - $218.85 $276,656 - $389,115	1,778 Added 23.84%	9,237 $1.52 Million
Q1 2022 May 20, 2022	SELL	$190.54 - $255.46 $29,533 - $39,596	-155 Reduced 2.04%	7,459 $1.58 Million
Q4 2021 Feb 17, 2022	BUY	$247.21 - $309.96 $416,796 - $522,592	1,686 Added 28.44%	7,614 $1.94 Million
Q3 2021 Nov 23, 2021	SELL	$237.55 - $285.63 $12.6 Million - $15.2 Million	-53,152 Reduced 89.97%	5,928 $1.61 Million
Q3 2021 Nov 16, 2021	BUY	$237.55 - $285.63 $13 Million - $15.7 Million	54,876 Added 1305.33%	59,080 $1.61 Million
Q2 2021 Aug 24, 2021	BUY	$210.54 - $246.26 $10,737 - $12,559	51 Added 1.23%	4,204 $1.03 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $508,397 - $615,508	2,476 Added 147.64%	4,153 $880,000
Q4 2020 Feb 18, 2021	SELL	$220.15 - $267.07 $18,272 - $22,166	-83 Reduced 4.72%	1,677 $373,000
Q3 2020 Nov 17, 2020	SELL	$185.51 - $281.25 $1.09 Million - $1.65 Million	-5,853 Reduced 76.88%	1,760 $442,000
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $15,953 - $22,806	-119 Reduced 1.54%	7,613 $1.43 Million
Q1 2020 May 18, 2020	SELL	$124.3 - $193.36 $176,506 - $274,571	-1,420 Reduced 15.52%	7,732 $1.11 Million
Q4 2019 Feb 14, 2020	SELL	$142.33 - $164.98 $26,615 - $30,851	-187 Reduced 2.0%	9,152 $1.49 Million
Q3 2019 Nov 18, 2019	BUY	$139.72 - $159.97 $951,772 - $1.09 Million	6,812 Added 269.57%	9,339 $1.39 Million
Q2 2019 Aug 27, 2019	BUY	$145.1 - $165.96 $68,487 - $78,333	472 Added 22.97%	2,527 $383,000
Q1 2019 May 20, 2019	BUY	$130.4 - $166.95 $31,426 - $40,234	241 Added 13.29%	2,055 $325,000
Q4 2018 Feb 19, 2019	SELL	$120.67 - $159.86 $27,150 - $35,968	-225 Reduced 11.03%	1,814 $248,000
Q3 2018 Nov 15, 2018	BUY	$137.15 - $160.43 $279,648 - $327,116	2,039 New	2,039 $324,000

Others Institutions Holding CRM

# of Institutions

2,996

Shares Held

738M

Call Options Held

12.8M

Put Options Held

13.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $256B
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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Ep Wealth Advisors, LLC Salesforce, Inc. Transaction History