Heritage Wealth Management, LLC Salesforce, Inc. Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $229,111 - $295,337	1,787 Added 99.55%	3,582 $475,000
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $575 - $765	-4 Reduced 0.22%	1,795 $258,000
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $22,406 - $31,514	-144 Reduced 7.41%	1,799 $296,000
Q1 2022 Aug 15, 2022	BUY	$190.54 - $255.46 $41,347 - $55,434	217 Added 12.57%	1,943 $413,000
Q3 2021 Nov 10, 2021	SELL	$237.55 - $285.63 $58,199 - $69,979	-245 Reduced 12.43%	1,726 $468,000
Q2 2021 Aug 11, 2021	BUY	$210.54 - $246.26 $414,974 - $485,378	1,971 New	1,971 $481,000

2,945

728M

15.5M

15.6M

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $342B
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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