Ima Wealth, Inc. Salesforce, Inc. Transaction History

Ima Wealth, Inc.

$222 Million
Q2 2024

A detailed history of Ima Wealth, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Ima Wealth, Inc. holds 6,423 shares of CRM stock, worth $1.71 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

6,423

Previous 6,423 -0.0%

Holding current value

$1.71 Million

Previous $1.65 Million -0.0%

% of portfolio

0.74%

Previous 0.38%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$218.01 - $304.74 $31,393 - $43,882	144 Added 2.29%	6,423 $1.65 Million
Q1 2024 Apr 24, 2024	SELL	$251.12 - $316.88 $23,103 - $29,152	-92 Reduced 1.44%	6,279 $1.89 Million
Q4 2023 Feb 05, 2024	SELL	$196.25 - $267.25 $70,061 - $95,408	-357 Reduced 5.31%	6,371 $1.68 Million
Q3 2023 Nov 28, 2023	SELL	$202.49 - $234.37 $23,893 - $27,655	-118 Reduced 1.72%	6,728 $1.36 Million
Q2 2023 Aug 15, 2023	SELL	$188.89 - $223.38 $235,545 - $278,554	-1,247 Reduced 15.41%	6,846 $1.45 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $1,887 - $2,796	-14 Reduced 0.17%	8,093 $1.62 Million
Q4 2022 Feb 15, 2023	SELL	$128.21 - $165.27 $142,441 - $183,614	-1,111 Reduced 12.05%	8,107 $1.08 Million
Q3 2022 Nov 15, 2022	SELL	$143.84 - $191.27 $42,720 - $56,807	-297 Reduced 3.12%	9,218 $1.33 Million
Q2 2022 Aug 18, 2022	SELL	$155.6 - $218.85 $185,164 - $260,431	-1,190 Reduced 11.12%	9,515 $1.57 Million
Q1 2022 Jun 13, 2022	BUY	$190.54 - $255.46 $33,344 - $44,705	175 Added 1.66%	10,705 $2.27 Million
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $29,170 - $36,575	-118 Reduced 1.11%	10,530 $2.68 Million
Q3 2021 Nov 03, 2021	SELL	$237.55 - $285.63 $118,299 - $142,243	-498 Reduced 4.47%	10,648 $2.89 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $36,844 - $43,095	-175 Reduced 1.55%	11,146 $2.72 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $663,831 - $803,691	3,233 Added 39.97%	11,321 $2.4 Million
Q4 2020 Feb 08, 2021	SELL	$220.15 - $267.07 $384,822 - $466,838	-1,748 Reduced 17.77%	8,088 $1.8 Million
Q3 2020 Nov 16, 2020	SELL	$185.51 - $281.25 $65,114 - $98,718	-351 Reduced 3.45%	9,836 $2.47 Million
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $41,156 - $58,836	307 Added 3.11%	10,187 $1.91 Million
Q1 2020 Apr 14, 2020	SELL	$124.3 - $193.36 $236,915 - $368,544	-1,906 Reduced 16.17%	9,880 $1.42 Million
Q4 2019 Feb 24, 2020	SELL	$142.33 - $164.98 $76,858 - $89,089	-540 Reduced 4.38%	11,786 $1.92 Million
Q3 2019 Oct 29, 2019	SELL	$139.72 - $159.97 $421,116 - $482,149	-3,014 Reduced 19.65%	12,326 $1.83 Million
Q2 2019 Jul 19, 2019	BUY	$145.1 - $165.96 $2.22 Million - $2.54 Million	15,327 Added 117900.0%	15,340 $2.33 Million
Q1 2019 May 09, 2019	SELL	$130.4 - $166.95 $7,563 - $9,683	-58 Reduced 81.69%	13 $2,000
Q3 2018 Oct 18, 2018	SELL	$137.15 - $160.43 $4,251 - $4,973	-31 Reduced 30.39%	71 $11,000
Q2 2018 Aug 01, 2018	BUY	$115.3 - $139.8 $11,760 - $14,259	102 New	102 $14,000

Others Institutions Holding CRM

# of Institutions

2,896

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account