A detailed history of Iht Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 14,539 shares of CRM stock, worth $4.73 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,539
Previous 10,572 37.52%
Holding current value
$4.73 Million
Previous $2.72 Million 46.39%
% of portfolio
0.12%
Previous 0.1%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$238.42 - $276.53 $945,812 - $1.1 Million
3,967 Added 37.52%
14,539 $3.98 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $286,901 - $401,037
1,316 Added 14.22%
10,572 $2.72 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $64,537 - $81,438
257 Added 2.86%
9,256 $2.79 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $180,746 - $246,137
921 Added 11.4%
8,999 $2.37 Million
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $30,778 - $35,624
152 Added 1.92%
8,078 $1.64 Million
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $9,066 - $10,722
-48 Reduced 0.6%
7,926 $1.67 Million
Q1 2023

May 15, 2023

BUY
$134.8 - $199.78 $52,706 - $78,113
391 Added 5.16%
7,974 $1.59 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $209,879 - $270,546
-1,637 Reduced 17.75%
7,583 $1.01 Million
Q3 2022

Nov 22, 2022

BUY
$143.84 - $191.27 $309,975 - $412,186
2,155 Added 30.5%
9,220 $1.33 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $290,349 - $408,374
-1,866 Reduced 20.89%
7,065 $1.17 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $225,408 - $302,209
1,183 Added 15.27%
8,931 $1.9 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $131,515 - $164,898
532 Added 7.37%
7,748 $1.97 Million
Q3 2021

Nov 15, 2021

SELL
$237.55 - $285.63 $296,937 - $357,037
-1,250 Reduced 14.76%
7,216 $1.96 Million
Q2 2021

Aug 16, 2021

SELL
$210.54 - $246.26 $74,110 - $86,683
-352 Reduced 3.99%
8,466 $2.07 Million
Q1 2021

May 18, 2021

BUY
$205.33 - $248.59 $500,799 - $606,311
2,439 Added 38.23%
8,818 $1.87 Million
Q4 2020

Feb 17, 2021

BUY
$220.15 - $267.07 $252,071 - $305,795
1,145 Added 21.88%
6,379 $1.42 Million
Q3 2020

Nov 19, 2020

SELL
$185.51 - $281.25 $150,077 - $227,531
-809 Reduced 13.39%
5,234 $1.32 Million
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $380,194 - $543,519
-2,836 Reduced 31.94%
6,043 $1.13 Million
Q1 2020

May 13, 2020

BUY
$124.3 - $193.36 $7,955 - $12,375
64 Added 0.73%
8,879 $1.28 Million
Q4 2019

Feb 18, 2020

SELL
$142.33 - $164.98 $227,728 - $263,968
-1,600 Reduced 15.36%
8,815 $1.43 Million
Q3 2019

Nov 15, 2019

BUY
$139.72 - $159.97 $516,125 - $590,929
3,694 Added 54.96%
10,415 $1.55 Million
Q2 2019

Aug 12, 2019

BUY
$145.1 - $165.96 $487,681 - $557,791
3,361 Added 100.03%
6,721 $1.02 Million
Q1 2019

May 16, 2019

BUY
$130.4 - $166.95 $158,175 - $202,510
1,213 Added 56.5%
3,360 $532,000
Q4 2018

Feb 15, 2019

BUY
$120.67 - $159.86 $27,633 - $36,607
229 Added 11.94%
2,147 $294,000
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $9,737 - $11,390
71 Added 3.84%
1,918 $305,000
Q2 2018

Aug 13, 2018

BUY
$115.3 - $139.8 $15,796 - $19,152
137 Added 8.01%
1,847 $252,000
Q1 2018

May 15, 2018

BUY
$104.03 - $127.99 $832 - $1,023
8 Added 0.47%
1,710 $197,000
Q4 2017

Feb 14, 2018

BUY
$93.94 - $108.8 $36,730 - $42,540
391 Added 29.82%
1,702 $185,000
Q3 2017

Nov 14, 2017

BUY
$87.63 - $97.71 $114,882 - $128,097
1,311
1,311 $126,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $325B
  • 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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