Principle Wealth Partners LLC Salesforce, Inc. Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Principle Wealth Partners LLC holds 9,224 shares of CRM stock, worth $3.1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,224

Previous 8,924 3.36%

Holding current value

$3.1 Million

Previous $2.29 Million 10.03%

% of portfolio

0.19%

Previous 0.18%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $71,526 - $82,958	300 Added 3.36%	9,224 $2.52 Million
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $12,862 - $17,979	-59 Reduced 0.66%	8,924 $2.29 Million
Q1 2024 Apr 23, 2024	SELL	$251.12 - $316.88 $50,224 - $63,376	-200 Reduced 2.18%	8,983 $2.71 Million
Q4 2023 Feb 05, 2024	BUY	$196.25 - $267.25 $22,568 - $30,733	115 Added 1.27%	9,183 $2.42 Million
Q3 2023 Nov 01, 2023	BUY	$202.49 - $234.37 $57,304 - $66,326	283 Added 3.22%	9,068 $1.84 Million
Q2 2023 Jul 31, 2023	SELL	$188.89 - $223.38 $18,889 - $22,338	-100 Reduced 1.13%	8,785 $1.86 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $5,392 - $7,991	-40 Reduced 0.45%	8,885 $1.78 Million
Q4 2022 Feb 02, 2023	SELL	$128.21 - $165.27 $13,333 - $17,188	-104 Reduced 1.15%	8,925 $1.18 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $181,957 - $241,956	1,265 Added 16.29%	9,029 $1.3 Million
Q2 2022 Aug 02, 2022	BUY	$155.6 - $218.85 $156,689 - $220,381	1,007 Added 14.9%	7,764 $1.28 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $508,741 - $682,078	2,670 Added 65.33%	6,757 $1.44 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $38,070 - $47,733	154 Added 3.92%	4,087 $1.04 Million
Q3 2021 Nov 16, 2021	BUY	$237.55 - $285.63 $9,502 - $11,425	40 Added 1.03%	3,933 $1.07 Million
Q2 2021 Aug 13, 2021	BUY	$210.54 - $246.26 $4,842 - $5,663	23 Added 0.59%	3,893 $951,000
Q1 2021 May 18, 2021	BUY	$205.33 - $248.59 $13,346 - $16,158	65 Added 1.71%	3,870 $820,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $101,269 - $122,852	460 Added 13.75%	3,805 $847,000
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $6,307 - $9,562	34 Added 1.03%	3,345 $841,000
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $5,764 - $8,240	43 Added 1.32%	3,311 $620,000
Q1 2020 May 13, 2020	SELL	$124.3 - $193.36 $1,367 - $2,126	-11 Reduced 0.34%	3,268 $471,000
Q4 2019 Feb 04, 2020	BUY	$142.33 - $164.98 $2,988 - $3,464	21 Added 0.64%	3,279 $533,000
Q3 2019 Nov 05, 2019	BUY	$139.72 - $159.97 $13,972 - $15,997	100 Added 3.17%	3,258 $484,000
Q2 2019 Nov 05, 2019	BUY	$145.1 - $165.96 $50,785 - $58,086	350 Added 12.46%	3,158 $479,000
Q1 2019 Oct 30, 2019	BUY	$130.4 - $166.95 $21,907 - $28,047	168 Added 6.36%	2,808 $445,000
Q4 2018 Oct 11, 2019	BUY	$120.67 - $159.86 $318,568 - $422,030	2,640 New	2,640 $362,000

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...

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Principle Wealth Partners LLC Salesforce, Inc. Transaction History