Kestra Private Wealth Services, LLC Salesforce, Inc. Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 67,911 shares of CRM stock, worth $22.8 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

67,911

Previous 71,278 4.72%

Holding current value

$22.8 Million

Previous $18.3 Million 1.43%

% of portfolio

0.35%

Previous 0.37%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$238.42 - $276.53 $802,760 - $931,076	-3,367 Reduced 4.72%	67,911 $18.6 Million
Q2 2024 Aug 12, 2024	BUY	$218.01 - $304.74 $1.91 Million - $2.67 Million	8,748 Added 13.99%	71,278 $18.3 Million
Q1 2024 May 02, 2024	BUY	$251.12 - $316.88 $762,400 - $962,047	3,036 Added 5.1%	62,530 $18.8 Million
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $2.39 Million - $3.25 Million	12,171 Added 25.72%	59,494 $15.7 Million
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $2.09 Million - $2.42 Million	10,336 Added 27.94%	47,323 $9.6 Million
Q2 2023 Aug 08, 2023	BUY	$188.89 - $223.38 $1.81 Million - $2.14 Million	9,602 Added 35.06%	36,987 $7.81 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $75,083 - $111,277	557 Added 2.08%	27,385 $5.47 Million
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $230,906 - $297,651	-1,801 Reduced 6.29%	26,828 $3.56 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $788,099 - $1.05 Million	-5,479 Reduced 16.06%	28,629 $4.12 Million
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $61,928 - $87,102	398 Added 1.18%	34,108 $5.63 Million
Q1 2022 May 26, 2022	BUY	$190.54 - $255.46 $342,400 - $459,061	1,797 Added 5.63%	33,710 $7.16 Million
Q4 2021 Jan 21, 2022	SELL	$247.21 - $309.96 $78,612 - $98,567	-318 Reduced 0.99%	31,913 $8.11 Million
Q3 2021 Oct 21, 2021	BUY	$237.55 - $285.63 $1.43 Million - $1.72 Million	6,012 Added 22.93%	32,231 $8.74 Million
Q2 2021 Jul 30, 2021	BUY	$210.54 - $246.26 $369,708 - $432,432	1,756 Added 7.18%	26,219 $6.4 Million
Q1 2021 May 11, 2021	BUY	$205.33 - $248.59 $103,280 - $125,040	503 Added 2.1%	24,463 $5.18 Million
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $902,174 - $1.09 Million	4,098 Added 20.63%	23,960 $5.33 Billion
Q3 2020 Nov 09, 2020	BUY	$185.51 - $281.25 $3.68 Million - $5.59 Million	19,862 New	19,862 $4.99 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 $336B
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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Kestra Private Wealth Services, LLC Salesforce, Inc. Transaction History