Red Door Wealth Management, LLC Salesforce, Inc. Transaction History

Red Door Wealth Management, LLC

$572 Million
Q3 2024

A detailed history of Red Door Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 19,229 shares of CRM stock, worth $6.52 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

19,229

Previous 17,652 8.93%

Holding current value

$6.52 Million

Previous $4.54 Million 15.98%

% of portfolio

0.92%

Previous 0.84%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$238.42 - $276.53 $375,988 - $436,087	1,577 Added 8.93%	19,229 $5.26 Million
Q2 2024 Jul 17, 2024	BUY	$218.01 - $304.74 $446,484 - $624,107	2,048 Added 13.12%	17,652 $4.54 Million
Q1 2024 Apr 17, 2024	BUY	$251.12 - $316.88 $262,169 - $330,822	1,044 Added 7.17%	15,604 $4.7 Million
Q4 2023 Jan 17, 2024	BUY	$196.25 - $267.25 $189,577 - $258,163	966 Added 7.11%	14,560 $3.83 Million
Q3 2023 Oct 19, 2023	SELL	$202.49 - $234.37 $672,469 - $778,342	-3,321 Reduced 19.63%	13,594 $2.76 Million
Q2 2023 Aug 07, 2023	BUY	$188.89 - $223.38 $853,593 - $1.01 Million	4,519 Added 36.46%	16,915 $3.57 Million
Q1 2023 May 08, 2023	BUY	$134.8 - $199.78 $26,286 - $38,957	195 Added 1.6%	12,396 $2.48 Million
Q4 2022 Jan 23, 2023	SELL	$128.21 - $165.27 $24,872 - $32,062	-194 Reduced 1.57%	12,201 $0
Q3 2022 Oct 13, 2022	BUY	$143.84 - $191.27 $125,716 - $167,169	874 Added 7.59%	12,395 $1.78 Million
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $181,740 - $255,616	1,168 Added 11.28%	11,521 $1.9 Million
Q1 2022 Apr 20, 2022	BUY	$190.54 - $255.46 $247,511 - $331,842	1,299 Added 14.35%	10,353 $2.2 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $205,431 - $257,576	831 Added 10.11%	9,054 $2.3 Million
Q3 2021 Oct 14, 2021	BUY	$237.55 - $285.63 $265,105 - $318,763	1,116 Added 15.7%	8,223 $2.23 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $244,858 - $286,400	1,163 Added 19.57%	7,107 $1.74 Million
Q1 2021 Apr 27, 2021	BUY	$205.33 - $248.59 $295,675 - $357,969	1,440 Added 31.97%	5,944 $1.26 Million
Q4 2020 Jan 12, 2021	BUY	$220.15 - $267.07 $991,555 - $1.2 Million	4,504 New	4,504 $1 Million
Q3 2020 Oct 14, 2020	SELL	$185.51 - $281.25 $38,029 - $57,656	-205 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$124.3 - $193.36 $25,481 - $39,638	205 New	205 $29,000

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 $339B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Red Door Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Door Wealth Management, LLC with notifications on news.

Account

Red Door Wealth Management, LLC Salesforce, Inc. Transaction History