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 $3.28 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,538
Previous 8,942 6.67%
Holding current value
$3.28 Million
Previous $2.3 Million 13.58%
% of portfolio
0.18%
Previous 0.17%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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