Rmr Wealth Builders Salesforce, Inc. Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

A detailed history of Rmr Wealth Builders transactions in Salesforce, Inc. stock. As of the latest transaction made, Rmr Wealth Builders holds 7,770 shares of CRM stock, worth $2.41 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,770

Previous 8,424 7.76%

Holding current value

$2.41 Million

Previous $2.17 Million 1.8%

% of portfolio

0.23%

Previous 0.25%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$238.42 - $276.53 $155,926 - $180,850	-654 Reduced 7.76%	7,770 $2.13 Million
Q2 2024 Jul 23, 2024	SELL	$218.01 - $304.74 $47,090 - $65,823	-216 Reduced 2.5%	8,424 $2.17 Million
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $601,934 - $759,561	2,397 Added 38.4%	8,640 $2.6 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $140,122 - $190,816	714 Added 12.91%	6,243 $1.64 Million
Q3 2023 Oct 23, 2023	BUY	$202.49 - $234.37 $393,033 - $454,912	1,941 Added 54.1%	5,529 $1.12 Million
Q2 2023 Jul 21, 2023	SELL	$188.89 - $223.38 $222,134 - $262,694	-1,176 Reduced 24.69%	3,588 $758,000
Q1 2023 Apr 11, 2023	SELL	$134.8 - $199.78 $13,884 - $20,577	-103 Reduced 2.12%	4,764 $951,000
Q4 2022 Feb 15, 2023	BUY	$128.21 - $165.27 $623,998 - $804,369	4,867 New	4,867 $645,000
Q3 2022 Nov 08, 2022	BUY	$143.84 - $191.27 $3,739 - $4,973	26 Added 0.56%	4,636 $667,000
Q2 2022 Aug 02, 2022	BUY	$155.6 - $218.85 $77,333 - $108,768	497 Added 12.08%	4,610 $761,000
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $783,691 - $1.05 Million	4,113 New	4,113 $873,000
Q4 2021 Feb 02, 2022	SELL	$247.21 - $309.96 $1.23 Million - $1.54 Million	-4,973 Closed	0 $0
Q3 2021 Oct 18, 2021	BUY	$237.55 - $285.63 $32,069 - $38,560	135 Added 2.79%	4,973 $1.35 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $118,955 - $139,136	-565 Reduced 10.46%	4,838 $1.18 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $244,137 - $295,573	1,189 Added 28.22%	5,403 $1.15 Million
Q4 2020 Feb 26, 2021	BUY	$220.15 - $267.07 $892,267 - $1.08 Million	4,053 Added 2517.39%	4,214 $938,000
Q4 2020 Feb 09, 2021	SELL	$220.15 - $267.07 $1.2 Million - $1.45 Million	-5,432 Reduced 97.12%	161 $938,000
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $286,427 - $434,250	1,544 Added 38.13%	5,593 $1.41 Million
Q2 2020 Aug 19, 2020	BUY	$134.06 - $191.65 $21,583 - $30,855	161 Added 4.14%	4,049 $759,000
Q4 2019 Mar 03, 2020	BUY	$142.33 - $164.98 $553,379 - $641,442	3,888 New	3,888 $632,000

Others Institutions Holding CRM

# of Institutions

2,918

Shares Held

749M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $311B
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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Rmr Wealth Builders Salesforce, Inc. Transaction History