Epg Wealth Management LLC Salesforce, Inc. Transaction History

Epg Wealth Management LLC

$0
Q2 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $1.8 Million - $2.52 Million	-8,264 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $9,793 - $12,358	39 Added 0.47%	8,264 $2.49 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $250,611 - $341,278	1,277 Added 18.38%	8,225 $2.16 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $5,467 - $6,327	-27 Reduced 0.39%	6,948 $1.41 Million
Q2 2023 Aug 15, 2023	BUY	$188.89 - $223.38 $74,044 - $87,564	392 Added 5.95%	6,975 $1.47 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $8,492 - $12,586	-63 Reduced 0.95%	6,583 $1.32 Million
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $23,462 - $30,244	183 Added 2.83%	6,646 $881,000
Q3 2022 Nov 15, 2022	SELL	$143.84 - $191.27 $27,185 - $36,150	-189 Reduced 2.84%	6,463 $930,000
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $86,513 - $121,680	-556 Reduced 7.71%	6,652 $1.1 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $27,247 - $36,530	143 Added 2.02%	7,208 $1.53 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $229,905 - $288,262	930 Added 15.16%	7,065 $1.8 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $36,582 - $43,987	154 Added 2.57%	6,135 $1.66 Million
Q2 2021 Aug 09, 2021	SELL	$210.54 - $246.26 $13,053 - $15,268	-62 Reduced 1.03%	5,981 $1.46 Million
Q1 2021 May 10, 2021	SELL	$205.33 - $248.59 $57,081 - $69,108	-278 Reduced 4.4%	6,043 $1.28 Million
Q4 2020 Jan 29, 2021	BUY	$220.15 - $267.07 $275,847 - $334,638	1,253 Added 24.72%	6,321 $1.41 Million
Q3 2020 Nov 02, 2020	SELL	$185.51 - $281.25 $59,734 - $90,562	-322 Reduced 5.97%	5,068 $1.27 Million
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $121,056 - $173,059	903 Added 20.12%	5,390 $1.01 Million
Q1 2020 May 05, 2020	SELL	$124.3 - $193.36 $27,967 - $43,506	-225 Reduced 4.78%	4,487 $646,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $670,658 - $777,385	4,712 New	4,712 $766,000

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

Put Options Held

16M

Vanguard Group Inc Valley Forge, PA

86.3M
Shares

$26.8 Billion
0.43% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$23.2 Billion
0.44% of portfolio
State Street Corp Boston, MA

48.1M
Shares

$15 Billion
0.55% of portfolio
Capital Research Global Investors Los Angeles, CA

24.2M
Shares

$7.51 Billion
1.4% of portfolio
Geode Capital Management, LLC Boston, MA

19.5M
Shares

$6.07 Billion
0.45% of portfolio

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $311B
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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