A detailed history of Lineweaver Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 6,439 shares of CRM stock, worth $1.72 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
6,439
Previous 5,703 12.91%
Holding current value
$1.72 Million
Previous $1.72 Million 3.61%
% of portfolio
0.36%
Previous 0.41%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$218.01 - $304.74 $160,455 - $224,288
736 Added 12.91%
6,439 $1.66 Million
Q1 2024

Apr 30, 2024

SELL
$251.12 - $316.88 $32,143 - $40,560
-128 Reduced 2.2%
5,703 $1.72 Million
Q4 2023

Jan 19, 2024

BUY
$196.25 - $267.25 $522,417 - $711,419
2,662 Added 84.0%
5,831 $1.53 Million
Q3 2023

Oct 19, 2023

BUY
$202.49 - $234.37 $292,193 - $338,195
1,443 Added 83.6%
3,169 $642,000
Q2 2023

Jul 26, 2023

SELL
$188.89 - $223.38 $19,077 - $22,561
-101 Reduced 5.53%
1,726 $364,000
Q1 2023

May 02, 2023

SELL
$134.8 - $199.78 $23,724 - $35,161
-176 Reduced 8.79%
1,827 $364,000
Q4 2022

Jan 26, 2023

BUY
$128.21 - $165.27 $49,232 - $63,463
384 Added 23.72%
2,003 $0
Q3 2022

Nov 01, 2022

SELL
$143.84 - $191.27 $477,117 - $634,442
-3,317 Reduced 67.2%
1,619 $236,000
Q2 2022

Jul 26, 2022

SELL
$155.6 - $218.85 $16,649 - $23,416
-107 Reduced 2.12%
4,936 $814,000
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $99,842 - $133,861
524 Added 11.6%
5,043 $1.07 Million
Q4 2021

Jan 31, 2022

BUY
$247.21 - $309.96 $103,333 - $129,563
418 Added 10.19%
4,519 $1.15 Million
Q3 2021

Oct 22, 2021

BUY
$237.55 - $285.63 $34,919 - $41,987
147 Added 3.72%
4,101 $1.11 Million
Q2 2021

Jul 26, 2021

BUY
$210.54 - $246.26 $38,107 - $44,573
181 Added 4.8%
3,954 $965,000
Q1 2021

Apr 30, 2021

BUY
$205.33 - $248.59 $197,732 - $239,392
963 Added 34.27%
3,773 $799,000
Q4 2020

Feb 11, 2021

BUY
$220.15 - $267.07 $273,646 - $331,968
1,243 Added 79.32%
2,810 $625,000
Q3 2020

Oct 20, 2020

BUY
$185.51 - $281.25 $31,165 - $47,250
168 Added 12.01%
1,567 $393,000
Q2 2020

Aug 10, 2020

BUY
$134.06 - $191.65 $187,549 - $268,118
1,399 New
1,399 $262,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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
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