A detailed history of Peloton Wealth Strategists transactions in Salesforce, Inc. stock. As of the latest transaction made, Peloton Wealth Strategists holds 24,827 shares of CRM stock, worth $8.53 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
24,827
Previous 23,132 7.33%
Holding current value
$8.53 Million
Previous $5.95 Million 14.26%
% of portfolio
2.76%
Previous 2.49%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

BUY
$238.42 - $276.53 $404,121 - $468,718
1,695 Added 7.33%
24,827 $6.8 Million
Q2 2024

Aug 15, 2024

SELL
$218.01 - $304.74 $134,076 - $187,415
-615 Reduced 2.59%
23,132 $5.95 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $402,545 - $507,958
-1,603 Reduced 6.32%
23,747 $7.15 Million
Q4 2023

Feb 15, 2024

SELL
$196.25 - $267.25 $103,031 - $140,306
-525 Reduced 2.03%
25,350 $6.67 Million
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $137,693 - $159,371
-680 Reduced 2.56%
25,875 $5.25 Million
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $21,722 - $25,688
-115 Reduced 0.43%
26,555 $5.61 Million
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $73,466 - $108,880
545 Added 2.09%
26,670 $5.33 Million
Q4 2022

Feb 13, 2023

BUY
$128.21 - $165.27 $97,439 - $125,605
760 Added 3.0%
26,125 $3.46 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $8,630 - $11,476
-60 Reduced 0.24%
25,365 $3.65 Million
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $27,230 - $38,298
175 Added 0.69%
25,425 $4.2 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $204,830 - $274,619
1,075 Added 4.45%
25,250 $5.36 Million
Q4 2021

Feb 10, 2022

SELL
$247.21 - $309.96 $396,772 - $497,485
-1,605 Reduced 6.23%
24,175 $6.14 Million
Q3 2021

Nov 15, 2021

SELL
$237.55 - $285.63 $47,510 - $57,126
-200 Reduced 0.77%
25,780 $6.99 Million
Q2 2021

Aug 16, 2021

SELL
$210.54 - $246.26 $193,696 - $226,559
-920 Reduced 3.42%
25,980 $6.35 Million
Q1 2021

Jun 23, 2021

BUY
$205.33 - $248.59 $58,519 - $70,848
285 Added 1.07%
26,900 $5.7 Million
Q4 2020

Feb 17, 2021

SELL
$220.15 - $267.07 $172,157 - $208,848
-782 Reduced 2.85%
26,615 $5.92 Million
Q3 2020

Nov 17, 2020

SELL
$185.51 - $281.25 $84,036 - $127,406
-453 Reduced 1.63%
27,397 $6.89 Million
Q2 2020

Aug 13, 2020

BUY
$134.06 - $191.65 $221,199 - $316,222
1,650 Added 6.3%
27,850 $5.22 Million
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $236,170 - $367,384
-1,900 Reduced 6.76%
26,200 $3.77 Million
Q4 2019

Feb 14, 2020

SELL
$142.33 - $164.98 $142,330 - $164,980
-1,000 Reduced 3.44%
28,100 $4.57 Million
Q3 2019

Nov 13, 2019

BUY
$139.72 - $159.97 $62,874 - $71,986
450 Added 1.57%
29,100 $4.32 Million
Q2 2019

Aug 12, 2019

SELL
$145.1 - $165.96 $195,885 - $224,046
-1,350 Reduced 4.5%
28,650 $4.35 Million
Q1 2019

May 15, 2019

SELL
$130.4 - $166.95 $39,120 - $50,085
-300 Reduced 0.99%
30,000 $4.75 Million
Q4 2018

Feb 14, 2019

BUY
$120.67 - $159.86 $36,201 - $47,958
300 Added 1.0%
30,300 $4.15 Million
Q3 2018

Nov 14, 2018

SELL
$137.15 - $160.43 $68,575 - $80,215
-500 Reduced 1.64%
30,000 $4.77 Million
Q1 2018

May 07, 2018

BUY
$104.03 - $127.99 $72,821 - $89,593
700 Added 2.35%
30,500 $3.55 Million
Q4 2017

Feb 15, 2018

SELL
$93.94 - $108.8 $56,364 - $65,280
-600 Reduced 1.97%
29,800 $3.05 Million
Q3 2017

Nov 09, 2017

BUY
$87.63 - $97.71 $2.66 Million - $2.97 Million
30,400
30,400 $2.84 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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