A detailed history of Geneos Wealth Management Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 11,380 shares of CRM stock, worth $2.93 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,380
Previous 12,374 8.03%
Holding current value
$2.93 Million
Previous $3.26 Million 5.25%
% of portfolio
0.16%
Previous 0.16%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$251.12 - $316.88 $249,613 - $314,978
-994 Reduced 8.03%
11,380 $3.43 Million
Q4 2023

Jan 26, 2024

SELL
$196.25 - $267.25 $320,672 - $436,686
-1,634 Reduced 11.66%
12,374 $3.26 Million
Q3 2023

Oct 11, 2023

BUY
$202.49 - $234.37 $209,982 - $243,041
1,037 Added 7.99%
14,008 $2.84 Million
Q2 2023

Aug 08, 2023

BUY
$188.89 - $223.38 $625,792 - $740,057
3,313 Added 34.3%
12,971 $2.74 Million
Q1 2023

Apr 25, 2023

SELL
$134.8 - $199.78 $375,957 - $557,186
-2,789 Reduced 22.41%
9,658 $1.93 Million
Q4 2022

Jan 30, 2023

SELL
$128.21 - $165.27 $360,270 - $464,408
-2,810 Reduced 18.42%
12,447 $1.65 Million
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $1.99 Million - $2.65 Million
13,861 Added 992.91%
15,257 $2.19 Million
Q2 2022

Jul 22, 2022

SELL
$155.6 - $218.85 $42,323 - $59,527
-272 Reduced 16.31%
1,396 $230,000
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $34,487 - $46,238
-181 Reduced 9.79%
1,668 $354,000
Q4 2021

Feb 09, 2022

SELL
$247.21 - $309.96 $24,473 - $30,686
-99 Reduced 5.08%
1,849 $469,000
Q3 2021

Nov 09, 2021

BUY
$237.55 - $285.63 $70,789 - $85,117
298 Added 18.06%
1,948 $536,000
Q2 2021

Jul 08, 2021

SELL
$210.54 - $246.26 $515,401 - $602,844
-2,448 Reduced 59.74%
1,650 $409,000
Q1 2021

Jun 17, 2021

SELL
$205.33 - $248.59 $4,927 - $5,966
-24 Reduced 0.58%
4,098 $943,000
Q4 2020

May 19, 2021

BUY
$220.15 - $267.07 $657,367 - $797,471
2,986 Added 262.85%
4,122 $431,000
Q3 2020

Sep 07, 2021

BUY
$185.51 - $281.25 $15,768 - $23,906
85 Added 8.09%
1,136 $275,000
Q2 2020

Sep 07, 2021

SELL
$134.06 - $191.65 $19,036 - $27,214
-142 Reduced 11.9%
1,051 $192,000
Q1 2020

Sep 07, 2021

SELL
$124.3 - $193.36 $28,091 - $43,699
-226 Reduced 15.93%
1,193 $174,000
Q4 2019

Sep 07, 2021

BUY
$142.33 - $164.98 $29,177 - $33,820
205 Added 16.89%
1,419 $234,000
Q3 2019

Sep 07, 2021

BUY
$139.72 - $159.97 $52,534 - $60,148
376 Added 44.87%
1,214 $179,000
Q2 2019

Sep 07, 2021

SELL
$145.1 - $165.96 $42,804 - $48,958
-295 Reduced 26.04%
838 $127,000
Q1 2019

Sep 07, 2021

SELL
$130.4 - $166.95 $2,868 - $3,672
-22 Reduced 1.9%
1,133 $179,000
Q4 2018

Sep 07, 2021

BUY
$120.67 - $159.86 $9,050 - $11,989
75 Added 6.94%
1,155 $155,000
Q3 2018

Sep 07, 2021

SELL
$137.15 - $160.43 $10,834 - $12,673
-79 Reduced 6.82%
1,080 $171,000
Q2 2018

Sep 07, 2021

BUY
$115.3 - $139.8 $25,481 - $30,895
221 Added 23.56%
1,159 $158,000
Q1 2018

Sep 07, 2021

BUY
$104.03 - $127.99 $25,487 - $31,357
245 Added 35.35%
938 $109,000
Q3 2017

Sep 07, 2021

BUY
$87.63 - $97.71 $52,578 - $58,625
600 Added 645.16%
693 $64,000
Q2 2017

Sep 07, 2021

SELL
N/A
-29 Reduced 23.77%
93 $8,000
Q4 2016

Sep 07, 2021

SELL
N/A
-170 Reduced 58.22%
122 $8,000
Q3 2016

Sep 07, 2021

BUY
N/A
122 Added 71.76%
292 $20,000
Q1 2016

Sep 07, 2021

BUY
N/A
170
170 $12,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $257B
  • 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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