Motley Fool Wealth Management, LLC Salesforce, Inc. Transaction History

Motley Fool Wealth Management, LLC

$1.87 Billion
Q3 2024

A detailed history of Motley Fool Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Motley Fool Wealth Management, LLC holds 191,394 shares of CRM stock, worth $64.3 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

191,394

Previous 200,841 4.7%

Holding current value

$64.3 Million

Previous $51.6 Million 1.45%

% of portfolio

2.8%

Previous 2.79%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $2.25 Million - $2.61 Million	-9,447 Reduced 4.7%	191,394 $52.4 Million
Q2 2024 Aug 08, 2024	SELL	$218.01 - $304.74 $1.12 Million - $1.57 Million	-5,146 Reduced 2.5%	200,841 $51.6 Million
Q1 2024 May 08, 2024	SELL	$251.12 - $316.88 $1.51 Million - $1.91 Million	-6,019 Reduced 2.84%	205,987 $62 Million
Q4 2023 Feb 02, 2024	SELL	$196.25 - $267.25 $1.51 Million - $2.06 Million	-7,706 Reduced 3.51%	212,006 $55.8 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $998,478 - $1.16 Million	-4,931 Reduced 2.2%	219,712 $44.6 Million
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $895,338 - $1.06 Million	-4,740 Reduced 2.07%	224,643 $47.5 Million
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $623,584 - $924,182	4,626 Added 2.06%	229,383 $45.8 Million
Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $721,309 - $929,809	-5,626 Reduced 2.44%	224,757 $29.8 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $521,707 - $693,736	-3,627 Reduced 1.55%	230,383 $33.1 Million
Q2 2022 Aug 11, 2022	SELL	$155.6 - $218.85 $9.43 Million - $13.3 Million	-60,592 Reduced 20.57%	234,010 $38.6 Million
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $4.36 Million - $5.85 Million	22,905 Added 8.43%	294,602 $62.6 Million
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $1.59 Million - $1.99 Million	-6,426 Reduced 2.31%	271,697 $69 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $1.94 Million - $2.34 Million	-8,181 Reduced 2.86%	278,123 $75.4 Million
Q2 2021 Aug 13, 2021	SELL	$210.54 - $246.26 $914,375 - $1.07 Million	-4,343 Reduced 1.49%	286,304 $69.9 Million
Q1 2021 May 11, 2021	SELL	$205.33 - $248.59 $771,014 - $933,455	-3,755 Reduced 1.28%	290,647 $61.6 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $628,968 - $763,018	2,857 Added 0.98%	294,402 $65.5 Million
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $314,624 - $477,000	1,696 Added 0.59%	291,545 $73.3 Million
Q2 2020 Aug 12, 2020	SELL	$134.06 - $191.65 $1.12 Million - $1.6 Million	-8,345 Reduced 2.8%	289,849 $54.3 Million
Q1 2020 May 13, 2020	SELL	$124.3 - $193.36 $1.85 Million - $2.88 Million	-14,918 Reduced 4.76%	298,194 $42.9 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $10.6 Million - $12.3 Million	74,541 Added 31.24%	313,112 $50.9 Million
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $166,546 - $190,684	-1,192 Reduced 0.5%	238,571 $35.4 Million
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $1.16 Million - $1.33 Million	8,025 Added 3.46%	239,763 $36.4 Million
Q1 2019 May 07, 2019	BUY	$130.4 - $166.95 $1.42 Million - $1.81 Million	10,860 Added 4.92%	231,738 $36.7 Million
Q4 2018 Feb 12, 2019	SELL	$120.67 - $159.86 $316,758 - $419,632	-2,625 Reduced 1.17%	220,878 $30.3 Million
Q3 2018 Nov 06, 2018	BUY	$137.15 - $160.43 $47,591 - $55,669	347 Added 0.16%	223,503 $35.5 Million
Q2 2018 Aug 10, 2018	SELL	$115.3 - $139.8 $927,934 - $1.13 Million	-8,048 Reduced 3.48%	223,156 $30.4 Million
Q1 2018 May 04, 2018	SELL	$104.03 - $127.99 $272,766 - $335,589	-2,622 Reduced 1.12%	231,204 $26.9 Million
Q4 2017 Feb 14, 2018	SELL	$93.94 - $108.8 $307,465 - $356,102	-3,273 Reduced 1.38%	233,826 $23.9 Million
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $20.8 Million - $23.2 Million	237,099	237,099 $22.2 Million

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

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 $336B
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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Motley Fool Wealth Management, LLC Salesforce, Inc. Transaction History