A detailed history of Robertson Stephens Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,017 shares of CRM stock, worth $1.87 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,017
Previous 6,853 2.39%
Holding current value
$1.87 Million
Previous $2.06 Million 12.55%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 13, 2024

BUY
$218.01 - $304.74 $35,753 - $49,977
164 Added 2.39%
7,017 $1.8 Million
Q1 2024

May 15, 2024

SELL
$251.12 - $316.88 $15,067 - $19,012
-60 Reduced 0.87%
6,853 $2.06 Million
Q4 2023

Feb 06, 2024

SELL
$196.25 - $267.25 $8,635 - $11,759
-44 Reduced 0.63%
6,913 $1.82 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $13,364 - $15,468
66 Added 0.96%
6,957 $1.41 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $294,290 - $348,026
-1,558 Reduced 18.44%
6,891 $1.46 Million
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $265,151 - $392,967
1,967 Added 30.35%
8,449 $1.69 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $181,545 - $234,022
-1,416 Reduced 17.93%
6,482 $859,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $8,055 - $10,711
-56 Reduced 0.7%
7,898 $1.14 Million
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $93,982 - $132,185
604 Added 8.22%
7,954 $1.31 Million
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $487,782 - $653,977
2,560 Added 53.44%
7,350 $1.56 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $357,218 - $447,892
1,445 Added 43.2%
4,790 $1.22 Million
Q3 2021

Nov 10, 2021

SELL
$237.55 - $285.63 $50,598 - $60,839
-213 Reduced 5.99%
3,345 $907,000
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $50,319 - $58,856
239 Added 7.2%
3,558 $869,000
Q1 2021

May 07, 2021

BUY
$205.33 - $248.59 $376,575 - $455,914
1,834 Added 123.5%
3,319 $703,000
Q4 2020

Feb 10, 2021

SELL
$220.15 - $267.07 $344,094 - $417,430
-1,563 Reduced 51.28%
1,485 $330,000
Q3 2020

Nov 10, 2020

BUY
$185.51 - $281.25 $324,271 - $491,625
1,748 Added 134.46%
3,048 $766,000
Q2 2020

Aug 12, 2020

SELL
$134.06 - $191.65 $59,120 - $84,517
-441 Reduced 25.33%
1,300 $243,000
Q1 2020

May 01, 2020

BUY
$124.3 - $193.36 $216,406 - $336,639
1,741 New
1,741 $251,000

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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