Laidlaw Wealth Management LLC Salesforce, Inc. Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 2,302 shares of CRM stock, worth $786,639. This represents 0.33% of its overall portfolio holdings.

Number of Shares

2,302

Previous 2,310 0.35%

Holding current value

$786,639

Previous $593,000 6.24%

% of portfolio

0.33%

Previous 0.34%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$238.42 - $276.53 $1,907 - $2,212	-8 Reduced 0.35%	2,302 $630,000
Q2 2024 Aug 01, 2024	BUY	$218.01 - $304.74 $23,109 - $32,302	106 Added 4.81%	2,310 $593,000
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $743,566 - $938,281	-2,961 Reduced 57.33%	2,204 $663,000
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $46,707 - $63,605	-238 Reduced 4.4%	5,165 $1.36 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $22,881 - $26,483	-113 Reduced 2.05%	5,403 $1.1 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $279,179 - $330,155	-1,478 Reduced 21.13%	5,516 $1.17 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $84,924 - $125,861	-630 Reduced 8.26%	6,994 $1.4 Million
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $229,239 - $295,502	1,788 Added 30.64%	7,624 $1.01 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $266,967 - $354,997	-1,856 Reduced 24.13%	5,836 $839,000
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $156,066 - $219,506	-1,003 Reduced 11.54%	7,692 $1.27 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $252,465 - $338,484	1,325 Added 17.98%	8,695 $1.85 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $40,295 - $50,523	163 Added 2.26%	7,370 $1.87 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $55,824 - $67,123	235 Added 3.37%	7,207 $1.96 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $43,371 - $50,729	-206 Reduced 2.87%	6,972 $1.7 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $14,783 - $17,898	72 Added 1.01%	7,178 $1.52 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $643,498 - $780,645	2,923 Added 69.88%	7,106 $1.58 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $23,374 - $35,437	126 Added 3.11%	4,183 $1.05 Million
Q2 2020 Aug 19, 2020	SELL	$134.06 - $191.65 $101 Million - $145 Million	-755,941 Reduced 99.47%	4,057 $760,000
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $101 Million - $145 Million	756,345 Added 20704.76%	759,998 $4,000
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $24,487 - $38,091	-197 Reduced 5.12%	3,653 $526,000
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $547,970 - $635,173	3,850 New	3,850 $626,000

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 $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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Laidlaw Wealth Management LLC Salesforce, Inc. Transaction History