Segment Wealth Management, LLC Salesforce, Inc. Transaction History

Segment Wealth Management, LLC

$1.41 Billion
Q3 2024

A detailed history of Segment Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Segment Wealth Management, LLC holds 9,538 shares of CRM stock, worth $2.96 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,538

Previous 8,942 6.67%

Holding current value

$2.96 Million

Previous $2.3 Million 13.58%

% of portfolio

0.18%

Previous 0.17%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$238.42 - $276.53 $142,098 - $164,811	596 Added 6.67%	9,538 $2.61 Million
Q2 2024 Jul 22, 2024	BUY	$218.01 - $304.74 $78,701 - $110,011	361 Added 4.21%	8,942 $2.3 Million
Q1 2024 Apr 24, 2024	BUY	$251.12 - $316.88 $241,326 - $304,521	961 Added 12.61%	8,581 $2.58 Million
Q4 2023 Jan 25, 2024	BUY	$196.25 - $267.25 $236,481 - $322,036	1,205 Added 18.78%	7,620 $2.01 Million
Q3 2023 Oct 24, 2023	BUY	$202.49 - $234.37 $137,895 - $159,605	681 Added 11.88%	6,415 $1.3 Million
Q2 2023 Jul 21, 2023	BUY	$188.89 - $223.38 $6,988 - $8,265	37 Added 0.65%	5,734 $1.21 Million
Q1 2023 Apr 19, 2023	BUY	$134.8 - $199.78 $3,774 - $5,593	28 Added 0.49%	5,697 $1.14 Million
Q4 2022 Jan 13, 2023	SELL	$128.21 - $165.27 $203,084 - $261,787	-1,584 Reduced 21.84%	5,669 $0
Q3 2022 Oct 24, 2022	SELL	$143.84 - $191.27 $3,452 - $4,590	-24 Reduced 0.33%	7,253 $1.04 Million
Q2 2022 Jul 20, 2022	SELL	$155.6 - $218.85 $447,038 - $628,756	-2,873 Reduced 28.31%	7,277 $1.2 Million
Q1 2022 Apr 25, 2022	BUY	$190.54 - $255.46 $187,491 - $251,372	984 Added 10.74%	10,150 $2.16 Million
Q4 2021 Jan 24, 2022	BUY	$247.21 - $309.96 $143,629 - $180,086	581 Added 6.77%	9,166 $2.33 Million
Q3 2021 Oct 19, 2021	SELL	$237.55 - $285.63 $7,601 - $9,140	-32 Reduced 0.37%	8,585 $2.33 Million
Q2 2021 Jul 20, 2021	SELL	$210.54 - $246.26 $50,108 - $58,609	-238 Reduced 2.69%	8,617 $2.11 Million
Q1 2021 May 10, 2021	BUY	$205.33 - $248.59 $166,522 - $201,606	811 Added 10.08%	8,855 $1.88 Million
Q4 2020 Jan 27, 2021	BUY	$220.15 - $267.07 $813,674 - $987,090	3,696 Added 85.0%	8,044 $1.79 Million
Q3 2020 Oct 27, 2020	BUY	$185.51 - $281.25 $231,887 - $351,562	1,250 Added 40.35%	4,348 $1.09 Million
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $36,196 - $51,745	270 Added 9.55%	3,098 $580,000
Q1 2020 Apr 24, 2020	BUY	$124.3 - $193.36 $40,521 - $63,035	326 Added 13.03%	2,828 $407,000
Q4 2019 Jan 23, 2020	SELL	$142.33 - $164.98 $10,247 - $11,878	-72 Reduced 2.8%	2,502 $407,000
Q3 2019 Oct 22, 2019	BUY	$139.72 - $159.97 $38,283 - $43,831	274 Added 11.91%	2,574 $382,000
Q2 2019 Jul 29, 2019	BUY	$145.1 - $165.96 $34,824 - $39,830	240 Added 11.65%	2,300 $349,000
Q1 2019 Apr 30, 2019	BUY	$130.4 - $166.95 $65,460 - $83,808	502 Added 32.22%	2,060 $326,000
Q4 2018 Jan 31, 2019	BUY	$120.67 - $159.86 $30,650 - $40,604	254 Added 19.48%	1,558 $213,000
Q3 2018 Nov 07, 2018	BUY	$137.15 - $160.43 $178,843 - $209,200	1,304 New	1,304 $207,000

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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Segment Wealth Management, LLC Salesforce, Inc. Transaction History