Mission Wealth Management, LP Salesforce, Inc. Transaction History

Mission Wealth Management, LP

$3.75 Billion
Q2 2024

A detailed history of Mission Wealth Management, LP transactions in Salesforce, Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 18,217 shares of CRM stock, worth $4.86 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,217

Previous 22,082 17.5%

Holding current value

$4.86 Million

Previous $6.65 Million 29.58%

% of portfolio

0.12%

Previous 0.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$218.01 - $304.74 $842,608 - $1.18 Million	-3,865 Reduced 17.5%	18,217 $4.68 Million
Q1 2024 Apr 30, 2024	BUY	$251.12 - $316.88 $2.72 Million - $3.43 Million	10,820 Added 96.08%	22,082 $6.65 Million
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $75,163 - $102,356	383 Added 3.52%	11,262 $2.96 Million
Q3 2023 Oct 23, 2023	BUY	$202.49 - $234.37 $3,442 - $3,984	17 Added 0.16%	10,879 $2.21 Million
Q2 2023 Aug 04, 2023	BUY	$188.89 - $223.38 $34,189 - $40,431	181 Added 1.69%	10,862 $2.29 Million
Q1 2023 Apr 07, 2023	BUY	$134.8 - $199.78 $3,909 - $5,793	29 Added 0.27%	10,681 $2.13 Million
Q4 2022 Feb 02, 2023	SELL	$128.21 - $165.27 $27,693 - $35,698	-216 Reduced 1.99%	10,652 $1.41 Million
Q3 2022 Oct 12, 2022	BUY	$143.84 - $191.27 $194,615 - $258,788	1,353 Added 14.22%	10,868 $1.56 Million
Q2 2022 Jul 27, 2022	BUY	$155.6 - $218.85 $318,980 - $448,642	2,050 Added 27.46%	9,515 $1.57 Million
Q1 2022 Apr 25, 2022	SELL	$190.54 - $255.46 $93,745 - $125,686	-492 Reduced 6.18%	7,465 $1.59 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $23,732 - $29,756	96 Added 1.22%	7,957 $2.02 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $64,851 - $77,976	273 Added 3.6%	7,861 $2.13 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $305,493 - $357,323	1,451 Added 23.64%	7,588 $1.85 Million
Q1 2021 May 10, 2021	BUY	$205.33 - $248.59 $87,470 - $105,899	426 Added 7.46%	6,137 $1.3 Million
Q4 2020 Jan 19, 2021	BUY	$220.15 - $267.07 $151,243 - $183,477	687 Added 13.67%	5,711 $1.27 Million
Q3 2020 Oct 16, 2020	BUY	$185.51 - $281.25 $31,351 - $47,531	169 Added 3.48%	5,024 $1.26 Million
Q2 2020 Aug 03, 2020	SELL	$134.06 - $191.65 $22,522 - $32,197	-168 Reduced 3.34%	4,855 $909,000
Q1 2020 Apr 10, 2020	BUY	$124.3 - $193.36 $85,642 - $133,225	689 Added 15.9%	5,023 $723,000
Q4 2019 Jan 21, 2020	BUY	$142.33 - $164.98 $29,319 - $33,985	206 Added 4.99%	4,334 $705,000
Q3 2019 Oct 16, 2019	SELL	$139.72 - $159.97 $9,640 - $11,037	-69 Reduced 1.64%	4,128 $613,000
Q2 2019 Aug 09, 2019	SELL	$145.1 - $165.96 $2,902 - $3,319	-20 Reduced 0.47%	4,197 $637,000
Q1 2019 May 14, 2019	BUY	$130.4 - $166.95 $70,285 - $89,986	539 Added 14.65%	4,217 $668,000
Q4 2018 Feb 08, 2019	BUY	$120.67 - $159.86 $40,786 - $54,032	338 Added 10.12%	3,678 $504,000
Q3 2018 Nov 01, 2018	BUY	$137.15 - $160.43 $90,381 - $105,723	659 Added 24.58%	3,340 $531,000
Q2 2018 Aug 08, 2018	BUY	$115.3 - $139.8 $309,119 - $374,803	2,681 New	2,681 $366,000

Others Institutions Holding CRM

# of Institutions

2,896

Shares Held

745M

Call Options Held

16.1M

Put Options Held

16M

View Full List

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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Mission Wealth Management, LP Salesforce, Inc. Transaction History