Ibex Wealth Advisors Salesforce, Inc. Transaction History

Ibex Wealth Advisors

$635 Million
Q2 2024

A detailed history of Ibex Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Ibex Wealth Advisors holds 280 shares of CRM stock, worth $74,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares

280

Holding current value

$74,704

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$218.01 - $304.74 $61,042 - $85,327	280 New	280 $71,000
Q4 2023 Jan 29, 2024	SELL	$196.25 - $267.25 $1.33 Million - $1.81 Million	-6,791 Reduced 99.97%	2 $408,000
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $1.38 Million - $1.59 Million	6,793 New	6,793 $1.38 Million
Q4 2021 Feb 22, 2022	SELL	$247.21 - $309.96 $53,397 - $66,951	-216 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $51,310 - $61,696	216 New	216 $59,000
Q3 2020 Oct 23, 2020	SELL	$185.51 - $281.25 $2.12 Million - $3.21 Million	-11,408 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $1.53 Million - $2.19 Million	11,408 New	11,408 $2.14 Million
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $58,822 - $67,347	-421 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$145.1 - $165.96 $61,087 - $69,869	421 New	421 $63,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

Vanguard Group Inc Valley Forge, PA

86.3M
Shares

$23 Billion
0.43% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$19.9 Billion
0.44% of portfolio
State Street Corp Boston, MA

48.1M
Shares

$12.8 Billion
0.55% of portfolio
Capital Research Global Investors Los Angeles, CA

24.2M
Shares

$6.45 Billion
1.4% of portfolio
Geode Capital Management, LLC Boston, MA

19.5M
Shares

$5.21 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 $267B
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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