Ritholtz Wealth Management Salesforce, Inc. Transaction History

Ritholtz Wealth Management

$3.28 Billion
Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Ritholtz Wealth Management holds 12,977 shares of CRM stock, worth $4.36 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,977

Previous 12,817 1.25%

Holding current value

$4.36 Million

Previous $3.3 Million 7.77%

% of portfolio

0.11%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$238.42 - $276.53 $38,147 - $44,244	160 Added 1.25%	12,977 $3.55 Million
Q2 2024 Jul 31, 2024	SELL	$218.01 - $304.74 $6,976 - $9,751	-32 Reduced 0.25%	12,817 $3.3 Million
Q1 2024 Apr 24, 2024	BUY	$251.12 - $316.88 $534,383 - $674,320	2,128 Added 19.85%	12,849 $3.87 Million
Q4 2023 Jan 18, 2024	BUY	$196.25 - $267.25 $81,247 - $110,641	414 Added 4.02%	10,721 $2.82 Million
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $118,051 - $136,637	583 Added 6.0%	10,307 $2.09 Million
Q2 2023 Jul 14, 2023	BUY	$188.89 - $223.38 $98,600 - $116,604	522 Added 5.67%	9,724 $2.05 Million
Q1 2023 Apr 19, 2023	BUY	$134.8 - $199.78 $596,490 - $884,026	4,425 Added 92.63%	9,202 $1.84 Million
Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $110,004 - $141,801	-858 Reduced 15.23%	4,777 $0
Q3 2022 Oct 18, 2022	SELL	$143.84 - $191.27 $406,060 - $539,955	-2,823 Reduced 33.38%	5,635 $811,000
Q2 2022 Jul 15, 2022	BUY	$155.6 - $218.85 $214,883 - $302,231	1,381 Added 19.51%	8,458 $1.4 Million
Q1 2022 Apr 14, 2022	BUY	$190.54 - $255.46 $36,202 - $48,537	190 Added 2.76%	7,077 $1.5 Million
Q4 2021 Jan 18, 2022	BUY	$247.21 - $309.96 $148,078 - $185,666	599 Added 9.53%	6,887 $1.75 Million
Q3 2021 Oct 14, 2021	BUY	$237.55 - $285.63 $175,787 - $211,366	740 Added 13.34%	6,288 $1.71 Million
Q2 2021 Jul 20, 2021	BUY	$210.54 - $246.26 $262,332 - $306,839	1,246 Added 28.96%	5,548 $1.36 Million
Q1 2021 May 12, 2021	BUY	$205.33 - $248.59 $47,636 - $57,672	232 Added 5.7%	4,302 $911,000
Q4 2020 Jan 19, 2021	BUY	$220.15 - $267.07 $178,761 - $216,860	812 Added 24.92%	4,070 $906,000
Q3 2020 Oct 23, 2020	BUY	$185.51 - $281.25 $109,450 - $165,937	590 Added 22.11%	3,258 $819,000
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $108,052 - $154,469	806 Added 43.29%	2,668 $500,000
Q1 2020 Apr 09, 2020	BUY	$124.3 - $193.36 $74,704 - $116,209	601 Added 47.66%	1,862 $268,000
Q4 2019 Jan 17, 2020	BUY	$142.33 - $164.98 $179,478 - $208,039	1,261 New	1,261 $205,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

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...

More about CRM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Salesforce, Inc. Transaction History