Perigon Wealth Management, LLC Salesforce, Inc. Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 47,414 shares of CRM stock, worth $16.2 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
47,414
Previous 47,965 1.15%
Holding current value
$16.2 Million
Previous $12.3 Million 5.24%
% of portfolio
0.35%
Previous 0.36%

Shares

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

Oct 16, 2024
SELL
$238.42 - $276.53 $131,369 - $152,368
-551 Reduced 1.15%
47,414 $13 Million
Q2 2024

Aug 02, 2024
SELL
$218.01 - $304.74 $584,920 - $817,617
-2,683 Reduced 5.3%
47,965 $12.3 Million
Q1 2024

Apr 29, 2024
SELL
$251.12 - $316.88 $27,120 - $34,223
-108 Reduced 0.21%
50,648 $15.3 Million
Q4 2023

Jan 29, 2024
SELL
$196.25 - $267.25 $2.49 Million - $3.39 Million
-12,677 Reduced 19.98%
50,756 $13.4 Million
Q3 2023

Oct 30, 2023
SELL
$202.49 - $234.37 $999,490 - $1.16 Million
-4,936 Reduced 7.22%
63,433 $12.9 Million
Q2 2023

Aug 02, 2023
BUY
$188.89 - $223.38 $3,588 - $4,244
19 Added 0.03%
68,369 $14.4 Million
Q1 2023

May 03, 2023
SELL
$134.8 - $199.78 $2.63 Million - $3.9 Million
-19,517 Reduced 22.21%
68,350 $13.7 Million
Q4 2022

May 01, 2023
BUY
$128.21 - $165.27 $4,359 - $5,619
34 Added 0.04%
87,867 $11.7 Million
Q4 2022

Feb 14, 2023
SELL
$128.21 - $165.27 $532,584 - $686,531
-4,154 Reduced 4.52%
87,833 $11.6 Million
Q3 2022

Dec 13, 2022
SELL
$143.84 - $191.27 $91,194 - $121,265
-634 Reduced 0.68%
91,987 $13.2 Million
Q2 2022

Aug 11, 2022
BUY
$155.6 - $218.85 $10,736 - $15,100
69 Added 0.07%
92,621 $15.3 Million
Q1 2022

May 16, 2022
BUY
$190.54 - $255.46 $10.6 Million - $14.2 Million
55,578 Added 150.32%
92,552 $19.7 Million
Q4 2021

Feb 11, 2022
SELL
$247.21 - $309.96 $218,286 - $273,694
-883 Reduced 2.33%
36,974 $9.4 Million
Q3 2021

Nov 01, 2021
BUY
$237.55 - $285.63 $8.99 Million - $10.8 Million
37,857 New
37,857 $10.3 Million
Q3 2021

Oct 25, 2021
SELL
$237.55 - $285.63 $8.77 Million - $10.5 Million
-36,902 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$210.54 - $246.26 $1.45 Million - $1.7 Million
-6,898 Reduced 15.75%
36,902 $9.01 Million
Q1 2021

May 17, 2021
BUY
$205.33 - $248.59 $1.44 Million - $1.75 Million
7,031 Added 19.12%
43,800 $9.28 Million
Q4 2020

Jan 28, 2021
BUY
$220.15 - $267.07 $672,117 - $815,364
3,053 Added 9.06%
36,769 $8.18 Million
Q3 2020

Nov 03, 2020
SELL
$185.51 - $281.25 $84,221 - $127,687
-454 Reduced 1.33%
33,716 $8.47 Million
Q2 2020

Jul 29, 2020
SELL
$134.06 - $191.65 $459,423 - $656,784
-3,427 Reduced 9.12%
34,170 $6.4 Million
Q1 2020

Apr 17, 2020
BUY
$124.3 - $193.36 $313,484 - $487,653
2,522 Added 7.19%
37,597 $5.81 Million
Q4 2019

Jan 13, 2020
SELL
$142.33 - $164.98 $348,850 - $404,365
-2,451 Reduced 6.53%
35,075 $6.08 Million
Q3 2019

Oct 25, 2019
BUY
$139.72 - $159.97 $205,807 - $235,635
1,473 Added 4.09%
37,526 $5.73 Million
Q2 2019

Aug 05, 2019
BUY
$145.1 - $165.96 $440,813 - $504,186
3,038 Added 9.2%
36,053 $5.47 Million
Q1 2019

May 15, 2019
SELL
$130.4 - $166.95 $166,651 - $213,362
-1,278 Reduced 3.73%
33,015 $5.38 Million
Q4 2018

Feb 11, 2019
BUY
$120.67 - $159.86 $437,428 - $579,492
3,625 Added 11.82%
34,293 $5.14 Million
Q3 2018

Nov 13, 2018
BUY
$137.15 - $160.43 $225,886 - $264,228
1,647 Added 5.68%
30,668 $4.88 Million
Q2 2018

Aug 09, 2018
BUY
$115.3 - $139.8 $691,915 - $838,939
6,001 Added 26.07%
29,021 $3.96 Million
Q1 2018

May 15, 2018
BUY
$104.03 - $127.99 $694,400 - $854,333
6,675 Added 40.84%
23,020 $2.68 Million
Q4 2017

Feb 14, 2018
SELL
$93.94 - $108.8 $269,889 - $312,582
-2,873 Reduced 14.95%
16,345 $1.67 Million
Q3 2017

Dec 05, 2017
SELL
$87.63 - $97.71 $2.4 Million - $2.67 Million
-27,339 Reduced 58.72%
19,218 $1.8 Million
Q2 2017

Sep 12, 2017
BUY
N/A
46,557 New
46,557 $4.03 Million
Q3 2011

Nov 14, 2022
SELL
N/A
-634
91,987 $13.2 Million

Others Institutions Holding CRM

# of Institutions
2,921
Shares Held
750M
Call Options Held
15.6M
Put Options Held
16M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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