New Edge Wealth, LLC Salesforce, Inc. Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 210,974 shares of CRM stock, worth $70 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

210,974

Previous 90,602 132.86%

Holding current value

$70 Million

Previous $23.3 Million 147.91%

% of portfolio

1.07%

Previous 0.52%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $28.7 Million - $33.3 Million	120,372 Added 132.86%	210,974 $57.7 Million
Q2 2024 Aug 01, 2024	BUY	$218.01 - $304.74 $3.36 Million - $4.7 Million	15,434 Added 20.53%	90,602 $23.3 Million
Q1 2024 May 06, 2024	SELL	$251.12 - $316.88 $680,535 - $858,744	-2,710 Reduced 3.48%	75,168 $22.6 Million
Q4 2023 Jan 29, 2024	SELL	$196.25 - $267.25 $466,093 - $634,718	-2,375 Reduced 2.96%	77,878 $20.5 Million
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $1.65 Million - $1.91 Million	-8,166 Reduced 9.24%	80,253 $16.3 Million
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $7.08 Million - $8.37 Million	-37,457 Reduced 29.76%	88,419 $18.7 Million
Q1 2023 May 08, 2023	SELL	$134.8 - $199.78 $247,223 - $366,396	-1,834 Reduced 1.44%	125,876 $25.1 Million
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $1.34 Million - $1.72 Million	10,433 Added 8.9%	127,710 $16.9 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $276,460 - $367,620	-1,922 Reduced 1.61%	117,277 $16.9 Million
Q2 2022 Aug 09, 2022	BUY	$155.6 - $218.85 $16.9 Million - $23.7 Million	108,478 Added 1011.83%	119,199 $19.7 Million
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $1.6 Million - $2.15 Million	8,409 Added 363.71%	10,721 $2.28 Million
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $205,925 - $258,196	833 Added 56.32%	2,312 $588,000
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $73,165 - $87,974	308 Added 26.3%	1,479 $401,000
Q2 2021 Aug 11, 2021	SELL	$210.54 - $246.26 $5.72 Million - $6.69 Million	-27,184 Reduced 95.87%	1,171 $286,000
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $4.02 Million - $4.86 Million	19,557 Added 222.29%	28,355 $6.01 Million
Q4 2020 May 13, 2021	BUY	$220.15 - $267.07 $1.94 Million - $2.35 Million	8,798 New	8,798 $1.96 Million

Others Institutions Holding CRM

# of Institutions

2,939

Shares Held

728M

Call Options Held

15.2M

Put Options Held

14M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $332B
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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New Edge Wealth, LLC Salesforce, Inc. Transaction History