A detailed history of Quadrant Private Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 17,521 shares of CRM stock, worth $4.67 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
17,521
Previous 14,571 20.25%
Holding current value
$4.67 Million
Previous $4.39 Million 2.64%
% of portfolio
1.05%
Previous 1.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $643,129 - $898,983
2,950 Added 20.25%
17,521 $4.5 Million
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $18,582 - $23,449
74 Added 0.51%
14,571 $4.39 Million
Q4 2023

Feb 14, 2024

SELL
$196.25 - $267.25 $5,691 - $7,750
-29 Reduced 0.2%
14,497 $3.81 Million
Q3 2023

Nov 13, 2023

SELL
$202.49 - $234.37 $12,351 - $14,296
-61 Reduced 0.42%
14,526 $2.95 Million
Q2 2023

Aug 11, 2023

BUY
$188.89 - $223.38 $1,322 - $1,563
7 Added 0.05%
14,587 $3.08 Million
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $21,972 - $32,564
-163 Reduced 1.11%
14,580 $2.91 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $73,464 - $94,699
-573 Reduced 3.74%
14,743 $1.96 Million
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $618,821 - $870,366
3,977 Added 35.07%
15,316 $2.53 Million
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $365,836 - $490,483
1,920 Added 20.38%
11,339 $2.41 Million
Q4 2021

Feb 08, 2022

BUY
$247.21 - $309.96 $754,979 - $946,617
3,054 Added 47.98%
9,419 $2.39 Million
Q3 2021

Nov 12, 2021

SELL
$237.55 - $285.63 $1.14 Million - $1.37 Million
-4,793 Reduced 42.96%
6,365 $1.73 Million
Q2 2021

Aug 16, 2021

BUY
$210.54 - $246.26 $121,692 - $142,338
578 Added 5.46%
11,158 $2.73 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $953,347 - $1.15 Million
4,643 Added 78.2%
10,580 $2.24 Million
Q4 2020

Feb 12, 2021

SELL
$220.15 - $267.07 $62,082 - $75,313
-282 Reduced 4.53%
5,937 $1.32 Million
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $5,750 - $8,718
-31 Reduced 0.5%
6,219 $1.56 Million
Q2 2020

Aug 04, 2020

BUY
$134.06 - $191.65 $228,706 - $326,954
1,706 Added 37.54%
6,250 $1.17 Million
Q1 2020

May 08, 2020

BUY
$124.3 - $193.36 $564,819 - $878,627
4,544 New
4,544 $654,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • 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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