Heritage Wealth Advisors Salesforce, Inc. Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,151 shares of CRM stock, worth $318,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,151

Previous 77 1394.81%

Holding current value

$318,286

Previous $23,000 1182.61%

% of portfolio

0.01%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$218.01 - $304.74 $234,142 - $327,290	1,074 Added 1394.81%	1,151 $295,000
Q1 2024 May 08, 2024	SELL	$251.12 - $316.88 $288,034 - $363,461	-1,147 Reduced 93.71%	77 $23,000
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $14,326 - $19,509	73 Added 6.34%	1,224 $322,000
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $12,756 - $14,765	-63 Reduced 5.19%	1,151 $233,000
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $2,077 - $2,457	-11 Reduced 0.9%	1,214 $256,000
Q1 2023 May 04, 2023	SELL	$134.8 - $199.78 $14,019 - $20,777	-104 Reduced 7.83%	1,225 $244,000
Q4 2022 Feb 06, 2023	SELL	$128.21 - $165.27 $15,769 - $20,328	-123 Reduced 8.47%	1,329 $176,000
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $5,753 - $7,650	-40 Reduced 2.68%	1,452 $209,000
Q1 2022 May 11, 2022	SELL	$190.54 - $255.46 $52,589 - $70,506	-276 Reduced 15.61%	1,492 $317,000
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $49,442 - $61,991	200 Added 12.76%	1,768 $449,000
Q2 2021 Aug 09, 2021	SELL	$210.54 - $246.26 $4,210 - $4,925	-20 Reduced 1.26%	1,568 $383,000
Q2 2021 Jul 27, 2021	SELL	$210.54 - $246.26 $45,266 - $52,945	-215 Reduced 11.92%	1,588 $353,000
Q1 2021 Apr 27, 2021	BUY	$205.33 - $248.59 $44,145 - $53,446	215 Added 13.54%	1,803 $382,000
Q4 2020 Feb 01, 2021	BUY	$220.15 - $267.07 $4,403 - $5,341	20 Added 1.28%	1,588 $353,000
Q3 2020 Nov 03, 2020	SELL	$185.51 - $281.25 $7,234 - $10,968	-39 Reduced 2.43%	1,568 $394,000
Q2 2020 Jul 17, 2020	SELL	$134.06 - $191.65 $187,415 - $267,926	-1,398 Reduced 86.99%	209 $301,000
Q2 2020 Jul 17, 2020	BUY	$134.06 - $191.65 $187,415 - $267,926	1,398 Added 668.9%	1,607 $301,000
Q1 2020 May 05, 2020	SELL	$124.3 - $193.36 $2,486 - $3,867	-20 Reduced 1.23%	1,607 $231,000
Q4 2019 Feb 04, 2020	BUY	$142.33 - $164.98 $2,846 - $3,299	20 Added 1.24%	1,627 $264,000
Q2 2018 Jul 19, 2018	BUY	$115.3 - $139.8 $185,287 - $224,658	1,607 New	1,607 $218,000
Q1 2018 May 10, 2018	SELL	$104.03 - $127.99 $215,342 - $264,939	-2,070 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	$93.94 - $108.8 $194,455 - $225,216	2,070	2,070 $211,000

Others Institutions Holding CRM

# of Institutions

2,897

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $277B
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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Heritage Wealth Advisors Salesforce, Inc. Transaction History