Glassman Wealth Services Salesforce, Inc. Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $7,653 - $10,422	39 Added 2.93%	1,369 $360,000
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $19,236 - $22,265	95 Added 7.69%	1,330 $269,000
Q2 2023 Aug 08, 2023	BUY	$188.89 - $223.38 $7,744 - $9,158	41 Added 3.43%	1,235 $260,000
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $42,462 - $62,930	315 Added 35.84%	1,194 $238,000
Q4 2022 Feb 06, 2023	SELL	$128.21 - $165.27 $14,231 - $18,344	-111 Reduced 11.21%	879 $116,000
Q3 2022 Nov 09, 2022	SELL	$143.84 - $191.27 $61,851 - $82,246	-430 Reduced 30.28%	990 $142,000
Q2 2022 Aug 04, 2022	BUY	$155.6 - $218.85 $57,883 - $81,412	372 Added 35.5%	1,420 $234,000
Q1 2022 Aug 23, 2022	BUY	$190.54 - $255.46 $32,772 - $43,939	172 Added 19.63%	1,048 $223,000
Q1 2022 Apr 14, 2022	BUY	$190.54 - $255.46 $21,721 - $29,122	114 Added 14.96%	876 $186,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $8,652 - $10,848	35 Added 4.81%	762 $194,000
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $29,931 - $35,989	126 Added 20.97%	727 $197,000
Q2 2021 Aug 04, 2021	BUY	$210.54 - $246.26 $6,947 - $8,126	33 Added 5.81%	601 $147,000
Q1 2021 May 05, 2021	SELL	$205.33 - $248.59 $51,743 - $62,644	-252 Reduced 30.73%	568 $120,000
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $66,485 - $80,655	302 Added 58.3%	820 $182,000
Q3 2020 Nov 09, 2020	BUY	$185.51 - $281.25 $15,582 - $23,625	84 Added 19.35%	518 $130,000
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $7,909 - $11,307	59 Added 15.73%	434 $81,000
Q1 2020 May 12, 2020	BUY	$124.3 - $193.36 $1,615 - $2,513	13 Added 3.59%	375 $54,000
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $11,101 - $12,868	78 Added 27.46%	362 $59,000
Q3 2019 Nov 01, 2019	BUY	$139.72 - $159.97 $7,964 - $9,118	57 Added 25.11%	284 $42,000
Q2 2019 Aug 08, 2019	BUY	$145.1 - $165.96 $3,047 - $3,485	21 Added 10.19%	227 $34,000
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $7,954 - $10,183	61 Added 42.07%	206 $33,000
Q4 2018 Feb 06, 2019	BUY	$120.67 - $159.86 $965 - $1,278	8 Added 5.84%	145 $20,000
Q2 2018 Aug 09, 2018	BUY	$115.3 - $139.8 $1,960 - $2,376	17 Added 14.17%	137 $19,000
Q1 2018 May 01, 2018	BUY	$104.03 - $127.99 $3,120 - $3,839	30 Added 33.33%	120 $14,000
Q4 2017 Feb 06, 2018	SELL	$93.94 - $108.8 $4,603 - $5,331	-49 Reduced 35.25%	90 $9,000
Q3 2017 Nov 13, 2017	SELL	$87.63 - $97.71 $11,830 - $13,190	-135 Reduced 49.27%	139 $13,000
Q2 2017 Aug 09, 2017	BUY	N/A	274	274 $24,000

Others Institutions Holding CRM

# of Institutions

2,947

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$28.7 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$24.6 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.2 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.04 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.53 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 $330B
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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