Evermay Wealth Management LLC Salesforce, Inc. Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,713 shares of CRM stock, worth $843,146. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,713

Previous 2,779 2.37%

Holding current value

$843,146

Previous $714,000 3.92%

% of portfolio

0.12%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$238.42 - $276.53 $15,735 - $18,250	-66 Reduced 2.37%	2,713 $742,000
Q2 2024 Aug 01, 2024	BUY	$218.01 - $304.74 $196,209 - $274,266	900 Added 47.9%	2,779 $714,000
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $22,851 - $28,836	91 Added 5.09%	1,879 $565,000
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $84,976 - $115,719	433 Added 31.96%	1,788 $470,000
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $4,859 - $5,624	-24 Reduced 1.74%	1,355 $274,000
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $1,888 - $2,233	-10 Reduced 0.72%	1,379 $291,000
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $35,048 - $51,942	-260 Reduced 15.77%	1,389 $277,000
Q4 2022 Jan 19, 2023	SELL	$128.21 - $165.27 $25,642 - $33,054	-200 Reduced 10.82%	1,649 $0
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $7,911 - $10,519	-55 Reduced 2.89%	1,849 $266,000
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $23,962 - $33,702	154 Added 8.8%	1,904 $314,000
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $37,155 - $49,814	-195 Reduced 10.03%	1,750 $372,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $15,821 - $19,837	64 Added 3.4%	1,945 $494,000
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $162,959 - $195,942	-686 Reduced 26.72%	1,881 $510,000
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $9,053 - $10,589	-43 Reduced 1.65%	2,567 $627,000
Q1 2021 May 10, 2021	BUY	$205.33 - $248.59 $17,658 - $21,378	86 Added 3.41%	2,610 $553,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $256,254 - $310,869	1,164 Added 85.59%	2,524 $562,000
Q2 2020 Jul 20, 2020	SELL	$134.06 - $191.65 $20,779 - $29,705	-155 Reduced 10.23%	1,360 $255,000
Q4 2019 Feb 11, 2020	SELL	$142.33 - $164.98 $12,809 - $14,848	-90 Reduced 5.61%	1,515 $246,000
Q3 2019 Oct 29, 2019	BUY	$139.72 - $159.97 $224,250 - $256,751	1,605 New	1,605 $238,000

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

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 $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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Evermay Wealth Management LLC Salesforce, Inc. Transaction History