Liberty Wealth Management LLC Salesforce, Inc. Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,821 shares of CRM stock, worth $594,629. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,821

Previous 898 102.78%

Holding current value

$594,629

Previous $245,000 148.16%

% of portfolio

0.11%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$270.87 - $367.87 $250,013 - $339,544	923 Added 102.78%	1,821 $608,000
Q3 2024 Nov 01, 2024	SELL	$238.42 - $276.53 $1.91 Million - $2.21 Million	-7,992 Reduced 89.9%	898 $245,000
Q2 2024 Aug 06, 2024	BUY	$218.01 - $304.74 $1.76 Million - $2.46 Million	8,066 Added 978.88%	8,890 $244,000
Q1 2024 May 02, 2024	SELL	$251.12 - $316.88 $12,304 - $15,527	-49 Reduced 5.61%	824 $249,000
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $171,326 - $233,309	873 New	873 $229,000
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $99,167 - $117,274	-525 Reduced 34.47%	998 $210,000
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $205,300 - $304,264	1,523 New	1,523 $304,000
Q1 2022 May 09, 2022	SELL	$190.54 - $255.46 $161,577 - $216,630	-848 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$247.21 - $309.96 $123,110 - $154,360	-498 Reduced 37.0%	848 $215,000
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $93,832 - $112,823	395 Added 41.54%	1,346 $373,000
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $48.8 Million - $57.1 Million	231,790 Added 45360.08%	232,301 $951,000
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $48.7 Million - $57 Million	-231,350 Reduced 99.59%	951 $232,000
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $1,981 - $2,403	9 Added 1.79%	511 $116,000
Q3 2020 Nov 05, 2020	SELL	$185.51 - $281.25 $371 - $562	-2 Reduced 0.4%	502 $126,000
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $33,112 - $47,337	247 Added 96.11%	504 $94,000
Q1 2020 Apr 27, 2020	BUY	$124.3 - $193.36 $870 - $1,353	7 Added 2.8%	257 $37,000
Q4 2019 Feb 05, 2020	BUY	$142.33 - $164.98 $19,214 - $22,272	135 Added 117.39%	250 $41,000
Q3 2019 Oct 30, 2019	SELL	$139.72 - $159.97 $30,738 - $35,193	-220 Reduced 65.67%	115 $17,000
Q2 2019 Jul 30, 2019	BUY	$145.1 - $165.96 $32,357 - $37,009	223 Added 199.11%	335 $51,000
Q1 2019 Apr 18, 2019	BUY	$130.4 - $166.95 $912 - $1,168	7 Added 6.67%	112 $17,000
Q4 2018 Mar 26, 2019	BUY	$120.67 - $159.86 $12,670 - $16,785	105 New	105 $14,000

Others Institutions Holding CRM

# of Institutions

3,362

Shares Held

753M

Call Options Held

17.9M

Put Options Held

18.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $327B
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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Salesforce, Inc. Transaction History