Evoke Wealth, LLC Salesforce, Inc. Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Evoke Wealth, LLC holds 4,852 shares of CRM stock, worth $1.67 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,852

Holding current value

$1.67 Million

% of portfolio

0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $1.16 Million - $1.34 Million	4,852 New	4,852 $1.33 Billion
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $368,393 - $464,862	1,467 Added 38.66%	5,262 $1.58 Million
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $15,503 - $21,112	79 Added 2.13%	3,795 $998,000
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $95,980 - $111,091	474 Added 14.62%	3,716 $753,000
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $8.2 Million - $9.7 Million	-43,421 Reduced 93.05%	3,242 $684,000
Q1 2023 May 08, 2023	BUY	$134.8 - $199.78 $2 Million - $2.96 Million	14,817 Added 46.53%	46,663 $9.32 Million
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $3.64 Million - $4.69 Million	28,395 Added 822.8%	31,846 $4.22 Million
Q3 2022 Nov 07, 2022	BUY	$143.84 - $191.27 $7,623 - $10,137	53 Added 1.56%	3,451 $465,000
Q2 2022 Aug 04, 2022	SELL	$155.6 - $218.85 $243,514 - $342,500	-1,565 Reduced 31.53%	3,398 $561,000
Q1 2022 May 10, 2022	SELL	$190.54 - $255.46 $14,862 - $19,925	-78 Reduced 1.55%	4,963 $1.05 Million
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $49,442 - $61,991	200 Added 4.13%	5,041 $1.23 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $63,900 - $76,834	269 Added 5.88%	4,841 $1.25 Million
Q2 2021 Aug 05, 2021	BUY	$210.54 - $246.26 $57,056 - $66,736	271 Added 6.3%	4,572 $1.06 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $327,090 - $396,003	1,593 Added 58.83%	4,301 $911,000
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $137,153 - $166,384	623 Added 29.88%	2,708 $603,000
Q3 2020 Nov 13, 2020	SELL	$185.51 - $281.25 $371 - $562	-2 Reduced 0.1%	2,085 $524,000
Q2 2020 Aug 10, 2020	SELL	$134.06 - $191.65 $138,215 - $197,591	-1,031 Reduced 33.07%	2,087 $391,000
Q1 2020 May 07, 2020	SELL	$124.3 - $193.36 $1.49 Million - $2.32 Million	-11,999 Reduced 79.37%	3,118 $449 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $1,423 - $1,649	10 Added 0.07%	15,117 $2.46 Billion
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $2.11 Million - $2.42 Million	15,107 New	15,107 $2.24 Billion

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.9 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.7 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.9 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.39 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.81 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 $344B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account