Hohimer Wealth Management, LLC Salesforce, Inc. Transaction History

Hohimer Wealth Management, LLC

$455 Million
Q3 2024

A detailed history of Hohimer Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 4,541 shares of CRM stock, worth $1.56 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,541

Previous 4,387 3.51%

Holding current value

$1.56 Million

Previous $1.13 Million 10.2%

% of portfolio

0.27%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 18, 2024	BUY	$238.42 - $276.53 $36,716 - $42,585	154 Added 3.51%	4,541 $1.24 Million
Q2 2024 Aug 02, 2024	BUY	$218.01 - $304.74 $956,409 - $1.34 Million	4,387 New	4,387 $1.13 Million
Q3 2022 Nov 02, 2022	BUY	$143.84 - $191.27 $32,076 - $42,653	223 Added 1.32%	17,131 $2.46 Million
Q2 2022 Jul 25, 2022	SELL	$155.6 - $218.85 $271,522 - $381,893	-1,745 Reduced 9.36%	16,908 $2.79 Million
Q1 2022 May 03, 2022	BUY	$190.54 - $255.46 $142,333 - $190,828	747 Added 4.17%	18,653 $3.96 Million
Q4 2021 Jan 25, 2022	SELL	$247.21 - $309.96 $263,031 - $329,797	-1,064 Reduced 5.61%	17,906 $4.55 Million
Q3 2021 Oct 18, 2021	BUY	$237.55 - $285.63 $395,758 - $475,859	1,666 Added 9.63%	18,970 $5.15 Million
Q2 2021 Jul 12, 2021	BUY	$210.54 - $246.26 $166,326 - $194,545	790 Added 4.78%	17,304 $4.23 Million
Q1 2021 Apr 12, 2021	BUY	$205.33 - $248.59 $292,595 - $354,240	1,425 Added 9.44%	16,514 $3.5 Million
Q4 2020 Jan 11, 2021	BUY	$220.15 - $267.07 $23,776 - $28,843	108 Added 0.72%	15,089 $3.36 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $43,038 - $65,250	232 Added 1.57%	14,981 $3.82 Million
Q2 2020 Jul 14, 2020	BUY	$134.06 - $191.65 $403,788 - $577,249	3,012 Added 25.66%	14,749 $2.76 Million
Q1 2020 May 05, 2020	SELL	$124.3 - $193.36 $31,820 - $49,500	-256 Reduced 2.13%	11,737 $1.85 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $1.71 Million - $1.98 Million	11,993 New	11,993 $1.95 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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 $343B
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 Hohimer Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hohimer Wealth Management, LLC with notifications on news.

Account

Hohimer Wealth Management, LLC Salesforce, Inc. Transaction History