Paces Ferry Wealth Advisors, LLC Salesforce, Inc. Transaction History

Paces Ferry Wealth Advisors, LLC

$173 Million
Q3 2024

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 4,364 shares of CRM stock, worth $1.49 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

4,364

Previous 4,465 2.26%

Holding current value

$1.49 Million

Previous $1.15 Million 4.1%

% of portfolio

0.69%

Previous 0.69%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$238.42 - $276.53 $24,080 - $27,929	-101 Reduced 2.26%	4,364 $1.19 Million
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $19,620 - $27,426	-90 Reduced 1.98%	4,465 $1.15 Million
Q1 2024 May 01, 2024	SELL	$251.12 - $316.88 $23,856 - $30,103	-95 Reduced 2.04%	4,555 $1.37 Million
Q4 2023 Feb 05, 2024	SELL	$196.25 - $267.25 $9,223 - $12,560	-47 Reduced 1.0%	4,650 $1.22 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $16,401 - $18,983	-81 Reduced 1.7%	4,697 $952,000
Q2 2023 Jul 28, 2023	SELL	$188.89 - $223.38 $27,766 - $32,836	-147 Reduced 2.98%	4,778 $1.01 Million
Q1 2023 Apr 24, 2023	BUY	$134.8 - $199.78 $129,947 - $192,587	964 Added 24.34%	4,925 $983,000
Q4 2022 Jan 23, 2023	SELL	$128.21 - $165.27 $189,237 - $243,938	-1,476 Reduced 27.15%	3,961 $0
Q3 2022 Oct 13, 2022	SELL	$143.84 - $191.27 $5,034 - $6,694	-35 Reduced 0.64%	5,437 $782,000
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $1,867 - $2,626	12 Added 0.22%	5,472 $903,000
Q1 2022 Apr 20, 2022	SELL	$190.54 - $255.46 $4,572 - $6,131	-24 Reduced 0.44%	5,460 $1.16 Million
Q4 2021 Jan 19, 2022	SELL	$247.21 - $309.96 $19,529 - $24,486	-79 Reduced 1.42%	5,484 $1.39 Million
Q3 2021 Oct 29, 2021	SELL	$237.55 - $285.63 $6,888 - $8,283	-29 Reduced 0.52%	5,563 $1.51 Million
Q2 2021 Jul 21, 2021	SELL	$210.54 - $246.26 $8,211 - $9,604	-39 Reduced 0.69%	5,592 $1.37 Million
Q1 2021 May 19, 2021	SELL	$205.33 - $248.59 $4,106 - $4,971	-20 Reduced 0.35%	5,631 $1.19 Million
Q4 2020 Mar 05, 2021	SELL	$220.15 - $267.07 $36,544 - $44,333	-166 Reduced 2.85%	5,651 $1.26 Million
Q3 2020 Nov 19, 2020	BUY	$185.51 - $281.25 $1.08 Million - $1.64 Million	5,817 New	5,817 $1.46 Million

Others Institutions Holding CRM

# of Institutions

2,933

Shares Held

752M

Call Options Held

15.4M

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 $341B
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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Paces Ferry Wealth Advisors, LLC Salesforce, Inc. Transaction History