Laurel Wealth Advisors LLC Salesforce, Inc. Transaction History

Laurel Wealth Advisors LLC

$617 Million
Q3 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 12,639 shares of CRM stock, worth $4.32 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

12,639

Previous 12,643 0.03%

Holding current value

$4.32 Million

Previous $3.25 Million 6.43%

% of portfolio

0.56%

Previous 0.52%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$238.42 - $276.53 $953 - $1,106	-4 Reduced 0.03%	12,639 $3.46 Million
Q2 2024 Jul 31, 2024	SELL	$218.01 - $304.74 $75,213 - $105,135	-345 Reduced 2.66%	12,643 $3.25 Million
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $10,044 - $12,675	-40 Reduced 0.31%	12,988 $3.91 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $4,906 - $6,681	25 Added 0.19%	13,028 $3.43 Million
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $122,506 - $141,793	-605 Reduced 4.45%	13,003 $2.64 Million
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $120,889 - $142,963	-640 Reduced 4.49%	13,608 $2.87 Million
Q1 2023 May 08, 2023	BUY	$134.8 - $199.78 $2,022 - $2,996	15 Added 0.11%	14,248 $2.85 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $83,208 - $107,260	-649 Reduced 4.36%	14,233 $1.89 Million
Q3 2022 Nov 15, 2022	SELL	$143.84 - $191.27 $1,726 - $2,295	-12 Reduced 0.08%	14,882 $2.14 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $27,230 - $38,298	-175 Reduced 1.16%	14,894 $2.46 Million
Q1 2022 May 02, 2022	SELL	$190.54 - $255.46 $51,445 - $68,974	-270 Reduced 1.76%	15,069 $3.2 Million
Q4 2021 Feb 01, 2022	BUY	$247.21 - $309.96 $181,699 - $227,820	735 Added 5.03%	15,339 $3.9 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $95,020 - $114,252	-400 Reduced 2.67%	14,604 $3.96 Million
Q2 2021 Aug 02, 2021	BUY	$210.54 - $246.26 $37,897 - $44,326	180 Added 1.21%	15,004 $3.67 Million
Q1 2021 May 04, 2021	SELL	$205.33 - $248.59 $13,346 - $16,158	-65 Reduced 0.44%	14,824 $3.14 Million
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $234,459 - $284,429	1,065 Added 7.7%	14,889 $3.31 Million
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $90,899 - $137,812	490 Added 3.67%	13,824 $3.47 Million
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $163,955 - $234,387	1,223 Added 10.1%	13,334 $2.5 Million
Q1 2020 Apr 30, 2020	BUY	$124.3 - $193.36 $30,702 - $47,759	247 Added 2.08%	12,111 $1.74 Million
Q4 2019 Jan 31, 2020	BUY	$142.33 - $164.98 $64,760 - $75,065	455 Added 3.99%	11,864 $1.93 Million
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $120,298 - $137,734	861 Added 8.16%	11,409 $1.69 Million
Q2 2019 Aug 07, 2019	BUY	$145.1 - $165.96 $173,974 - $198,986	1,199 Added 12.82%	10,548 $1.6 Million
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $130,400 - $166,950	1,000 Added 11.98%	9,349 $1.48 Million
Q4 2018 Feb 08, 2019	BUY	$120.67 - $159.86 $1.01 Million - $1.33 Million	8,349 New	8,349 $1.14 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 $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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Laurel Wealth Advisors LLC Salesforce, Inc. Transaction History