Executive Wealth Management, LLC Salesforce, Inc. Transaction History

Executive Wealth Management, LLC

$1.09 Billion
Q1 2024

A detailed history of Executive Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Executive Wealth Management, LLC holds 10,715 shares of CRM stock, worth $2.82 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

10,715

Previous 12,315 12.99%

Holding current value

$2.82 Million

Previous $3.24 Million 0.4%

% of portfolio

0.3%

Previous 0.32%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,999

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 $263B
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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Executive Wealth Management, LLC Salesforce, Inc. Transaction History