Jackson Wealth Management, LLC Salesforce, Inc. Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$155.6 - $218.85 $7.31 Million - $10.3 Million	-46,951 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $4.46 Million - $5.98 Million	-23,391 Reduced 33.25%	46,951 $9.97 Million
Q4 2021 Feb 09, 2022	BUY	$247.21 - $309.96 $200,981 - $251,997	813 Added 1.17%	70,342 $17.9 Million
Q3 2021 Dec 10, 2021	BUY	$237.55 - $285.63 $3.72 Million - $4.47 Million	15,640 Added 29.02%	69,529 $125,000
Q2 2021 Aug 03, 2021	BUY	$210.54 - $246.26 $1.06 Million - $1.24 Million	5,055 Added 10.35%	53,889 $13.2 Million
Q1 2021 Apr 12, 2021	BUY	$205.33 - $248.59 $791,957 - $958,811	3,857 Added 8.58%	48,834 $10.3 Million
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $606,072 - $735,243	2,753 Added 6.52%	44,977 $10 Million
Q3 2020 Oct 13, 2020	BUY	$185.51 - $281.25 $1.21 Million - $1.84 Million	6,539 Added 18.32%	42,224 $10.6 Million
Q2 2020 Jul 27, 2020	BUY	$134.06 - $191.65 $436,633 - $624,204	3,257 Added 10.04%	35,685 $6.69 Million
Q1 2020 May 13, 2020	SELL	$124.3 - $193.36 $1.74 Million - $2.7 Million	-13,978 Reduced 30.12%	32,428 $5.92 Million
Q4 2019 Feb 04, 2020	BUY	$142.33 - $164.98 $418,734 - $485,371	2,942 Added 6.77%	46,406 $8.45 Million
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $3.53 Million - $4.05 Million	25,300 Added 139.29%	43,464 $6.36 Million
Q2 2019 Jul 12, 2019	BUY	$145.1 - $165.96 $794,567 - $908,796	5,476 Added 43.16%	18,164 $2.81 Million
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $39,511 - $50,585	303 Added 2.45%	12,688 $2.01 Million
Q4 2018 Jan 24, 2019	BUY	$120.67 - $159.86 $1.49 Million - $1.98 Million	12,385 New	12,385 $1.62 Million

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

Vanguard Group Inc Valley Forge, PA

86.9M
Shares

$29.7 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

74.6M
Shares

$25.5 Billion
0.44% of portfolio
State Street Corp Boston, MA

49M
Shares

$16.8 Billion
0.56% of portfolio
Capital Research Global Investors Los Angeles, CA

24.4M
Shares

$8.33 Billion
1.44% of portfolio
Geode Capital Management, LLC Boston, MA

19.8M
Shares

$6.77 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 $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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