Foster Victor Wealth Advisors, LLC Salesforce, Inc. Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 51,281 shares of CRM stock, worth $17.2 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

51,281

Previous 49,435 3.73%

Holding current value

$17.2 Million

Previous $12.7 Million 10.44%

% of portfolio

1.02%

Previous 1.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$238.42 - $276.53 $440,123 - $510,474	1,846 Added 3.73%	51,281 $14 Million
Q2 2024 Jul 18, 2024	BUY	$218.01 - $304.74 $1.25 Million - $1.75 Million	5,737 Added 13.13%	49,435 $12.7 Million
Q1 2024 Apr 26, 2024	SELL	$251.12 - $316.88 $810,364 - $1.02 Million	-3,227 Reduced 6.88%	43,698 $13.2 Million
Q4 2023 Jan 19, 2024	SELL	$196.25 - $267.25 $458,636 - $624,563	-2,337 Reduced 4.74%	46,925 $12.3 Million
Q3 2023 Oct 13, 2023	SELL	$202.49 - $234.37 $85,450 - $98,904	-422 Reduced 0.85%	49,262 $9.99 Million
Q2 2023 Jul 14, 2023	BUY	$188.89 - $223.38 $219,490 - $259,567	1,162 Added 2.39%	49,684 $10.5 Million
Q1 2023 Apr 20, 2023	SELL	$134.8 - $199.78 $745,983 - $1.11 Million	-5,534 Reduced 10.24%	48,522 $9.69 Million
Q4 2022 Jan 27, 2023	BUY	$128.21 - $165.27 $1.06 Million - $1.37 Million	8,274 Added 18.07%	54,056 $0
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $447,486 - $595,040	3,111 Added 7.29%	45,782 $7.12 Million
Q2 2022 Jul 19, 2022	BUY	$155.6 - $218.85 $462,132 - $649,984	2,970 Added 7.48%	42,671 $7.37 Million
Q1 2022 Apr 14, 2022	BUY	$190.54 - $255.46 $483,971 - $648,868	2,540 Added 6.84%	39,701 $7.97 Million
Q4 2021 Jan 19, 2022	BUY	$247.21 - $309.96 $638,049 - $800,006	2,581 Added 7.46%	37,161 $8.84 Million
Q3 2021 Oct 08, 2021	BUY	$237.55 - $285.63 $518,096 - $622,959	2,181 Added 6.73%	34,580 $9.38 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $526,350 - $615,650	2,500 Added 8.36%	32,399 $7.91 Million
Q1 2021 Apr 23, 2021	BUY	$205.33 - $248.59 $6.14 Million - $7.43 Million	29,899 New	29,899 $6.94 Million

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $336B
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 Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Account

Foster Victor Wealth Advisors, LLC Salesforce, Inc. Transaction History