A detailed history of Executive Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Executive Wealth Management, LLC holds 10,331 shares of CRM stock, worth $3.53 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,331
Previous 10,331 -0.0%
Holding current value
$3.53 Million
Previous $2.83 Million -0.0%
% of portfolio
0.24%
Previous 0.39%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$238.42 - $276.53 $32,425 - $37,608
-136 Reduced 1.3%
10,331 $2.83 Million
Q2 2024

Aug 08, 2024

SELL
$218.01 - $304.74 $54,066 - $75,575
-248 Reduced 2.31%
10,467 $2.69 Million
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $401,792 - $507,008
-1,600 Reduced 12.99%
10,715 $3.23 Million
Q4 2023

Jan 26, 2024

BUY
$196.25 - $267.25 $48,670 - $66,278
248 Added 2.06%
12,315 $3.24 Million
Q3 2023

Nov 07, 2023

BUY
$202.49 - $234.37 $55,279 - $63,983
273 Added 2.31%
12,067 $2.45 Million
Q2 2023

Aug 02, 2023

SELL
$188.89 - $223.38 $103,133 - $121,965
-546 Reduced 4.42%
11,794 $2.49 Million
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $43,944 - $65,128
-326 Reduced 2.57%
12,340 $2.47 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $1.42 Million - $1.83 Million
11,101 Added 709.33%
12,666 $1.68 Million
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $1.38 Million - $1.83 Million
-9,563 Reduced 85.94%
1,565 $1.57 Million
Q2 2022

Jul 26, 2022

SELL
$155.6 - $218.85 $1.98 Million - $2.79 Million
-12,742 Reduced 53.38%
11,128 $1.84 Million
Q1 2022

Apr 13, 2022

SELL
$190.54 - $255.46 $116,038 - $155,575
-609 Reduced 2.49%
23,870 $5.07 Million
Q4 2021

Feb 03, 2022

BUY
$247.21 - $309.96 $189,115 - $237,119
765 Added 3.23%
24,479 $6.22 Million
Q3 2021

Oct 27, 2021

SELL
$237.55 - $285.63 $166,760 - $200,512
-702 Reduced 2.88%
23,714 $6.43 Million
Q2 2021

Jul 26, 2021

BUY
$210.54 - $246.26 $69,688 - $81,512
331 Added 1.37%
24,416 $5.96 Million
Q1 2021

May 03, 2021

BUY
$205.33 - $248.59 $695,452 - $841,974
3,387 Added 16.36%
24,085 $5.1 Million
Q4 2020

Feb 04, 2021

BUY
$220.15 - $267.07 $2.52 Million - $3.05 Million
11,437 Added 123.5%
20,698 $4.61 Million
Q3 2020

Oct 23, 2020

BUY
$185.51 - $281.25 $295,517 - $448,031
1,593 Added 20.77%
9,261 $2.33 Million
Q2 2020

Jul 27, 2020

BUY
$134.06 - $191.65 $61,399 - $87,775
458 Added 6.35%
7,668 $1.44 Million
Q1 2020

Apr 27, 2020

SELL
$124.3 - $193.36 $132,130 - $205,541
-1,063 Reduced 12.85%
7,210 $1.04 Million
Q4 2019

Jan 23, 2020

SELL
$142.33 - $164.98 $61,201 - $70,941
-430 Reduced 4.94%
8,273 $1.35 Million
Q3 2019

Nov 21, 2019

SELL
$139.72 - $159.97 $73,213 - $83,824
-524 Reduced 5.68%
8,703 $1.29 Million
Q3 2019

Oct 30, 2019

SELL
$139.72 - $159.97 $61,756 - $70,706
-442 Reduced 4.57%
9,227 $1.37 Million
Q2 2019

Aug 01, 2019

BUY
$145.1 - $165.96 $184,567 - $211,101
1,272 Added 15.15%
9,669 $1.47 Million
Q1 2019

May 02, 2019

BUY
$130.4 - $166.95 $494,998 - $633,742
3,796 Added 82.5%
8,397 $1.33 Million
Q4 2018

Feb 19, 2019

BUY
$120.67 - $159.86 $555,202 - $735,515
4,601 New
4,601 $630,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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
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